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 | $69,453 | $81,460-14.7% | $103,333-32.8% | $80,856-14.1% |
| Participation rate | 21.4% | 66.8%-45.4pp | 74.5%-53.1pp | 67.6%-46.2pp |
| Annual return | 7.04% | 25.55%-18.5pp | 24.88%-17.8pp | 35.59%-28.6pp |
| Employer contribution / active EE | $922 | $3,105-70.3% | $3,868-76.2% | $2,755-66.5% |
| Participant deferral / active EE | $1,828 | $3,869-52.8% | $5,057-63.9% | $4,296-57.5% |
| Admin fee / account holder | $2,650 | $6,566-59.6% | $8,355-68.3% | $6,918-61.7% |