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 | $35,936 | $86,929-58.7% | $102,423-64.9% | $80,856-55.6% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 10.18% | 18.88%-8.7pp | 29.32%-19.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,107 | $2,369-53.3% | $3,023-63.4% | $2,755-59.8% |
| Participant deferral / active EE | $3,015 | $4,118-26.8% | $5,053-40.3% | $4,296-29.8% |
| Admin fee / account holder | $1,560 | $8,049-80.6% | $9,451-83.5% | $6,918-77.5% |