See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,930 | $77,899-59.0% | $149,673-78.7% | $75,163-57.5% |
| Participation rate | 32.1% | 65.6%-33.4pp | 78.8%-46.6pp | 67.2%-35.0pp |
| Annual return | 6.77% | 31.72%-24.9pp | 134.42%-127.6pp | 160.62%-153.8pp |
| Employer contribution / active EE | $860 | $3,137-72.6% | $4,818-82.1% | $2,670-67.8% |
| Participant deferral / active EE | $2,001 | $3,411-41.3% | $5,680-64.8% | $4,125-51.5% |
| Admin fee / account holder | $3,890 | $5,956-34.7% | $13,210-70.6% | $5,651-31.2% |