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 | $35,782 | $71,050-49.6% | $93,606-61.8% | $80,856-55.7% |
| Participation rate | 65.5% | 60.4%+5.1pp | 68.7%-3.2pp | 67.6%-2.1pp |
| Annual return | 7.87% | 11.26%-3.4pp | 133.20%-125.3pp | 35.59%-27.7pp |
| Employer contribution / active EE | $510 | $1,564-67.4% | $2,420-78.9% | $2,755-81.5% |
| Participant deferral / active EE | $2,251 | $4,034-44.2% | $4,411-49.0% | $4,296-47.6% |
| Admin fee / account holder | $6,011 | $6,945-13.4% | $8,285-27.5% | $6,918-13.1% |