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 | $21,619 | $64,480-66.5% | $81,382-73.4% | $80,856-73.3% |
| Participation rate | 56.3% | 63.9%-7.6pp | 69.5%-13.2pp | 67.6%-11.4pp |
| Annual return | 9.83% | 16.34%-6.5pp | 24.73%-14.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $647 | $1,978-67.3% | $2,463-73.7% | $2,755-76.5% |
| Participant deferral / active EE | $1,531 | $3,094-50.5% | $3,883-60.6% | $4,296-64.4% |
| Admin fee / account holder | $3,656 | $5,671-35.5% | $5,768-36.6% | $6,918-47.2% |