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 | $32,286 | $47,944-32.7% | $67,834-52.4% | $62,891-48.7% |
| Participation rate | 20.6% | 61.1%-40.5pp | 68.8%-48.2pp | 69.3%-48.7pp |
| Annual return | 4.14% | 11.77%-7.6pp | 138.47%-134.3pp | 20.14%-16.0pp |
| Employer contribution / active EE | $420 | $1,562-73.1% | $2,403-82.5% | $2,281-81.6% |
| Participant deferral / active EE | $1,025 | $2,247-54.4% | $3,160-67.6% | $3,203-68.0% |
| Admin fee / account holder | $1,341 | $3,712-63.9% | $4,622-71.0% | $4,296-68.8% |