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 | $35,434 | $57,016-37.9% | $84,966-58.3% | $80,856-56.2% |
| Participation rate | 39.3% | 56.3%-17.1pp | 67.5%-28.2pp | 67.6%-28.4pp |
| Annual return | 5.79% | 21.66%-15.9pp | 66.38%-60.6pp | 35.59%-29.8pp |
| Employer contribution / active EE | $1,693 | $1,798-5.8% | $2,727-37.9% | $2,755-38.5% |
| Participant deferral / active EE | $2,625 | $3,110-15.6% | $4,519-41.9% | $4,296-38.9% |
| Admin fee / account holder | $2,871 | $4,980-42.3% | $6,149-53.3% | $6,918-58.5% |