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 | $56,718 | $86,929-34.8% | $102,423-44.6% | $80,856-29.9% |
| Participation rate | 60.6% | 72.4%-11.8pp | 76.5%-15.9pp | 67.6%-7.0pp |
| Annual return | 9.96% | 18.88%-8.9pp | 29.32%-19.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $875 | $2,369-63.1% | $3,023-71.1% | $2,755-68.2% |
| Participant deferral / active EE | $2,206 | $4,118-46.4% | $5,053-56.3% | $4,296-48.6% |
| Admin fee / account holder | $330 | $8,049-95.9% | $9,451-96.5% | $6,918-95.2% |