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 | $30,804 | $81,248-62.1% | $155,509-80.2% | $80,856-61.9% |
| Participation rate | 43.6% | 66.2%-22.6pp | 78.2%-34.6pp | 67.6%-24.0pp |
| Annual return | 10.43% | 33.31%-22.9pp | 64.67%-54.2pp | 35.59%-25.2pp |
| Employer contribution / active EE | $804 | $3,100-74.1% | $4,672-82.8% | $2,755-70.8% |
| Participant deferral / active EE | $1,785 | $3,452-48.3% | $5,626-68.3% | $4,296-58.4% |
| Admin fee / account holder | $6,119 | $7,997-23.5% | $15,912-61.5% | $6,918-11.6% |