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 | $21,543 | $99,341-78.3% | $84,750-74.6% | $273,961-92.1% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 1.94% | 22.93%-21.0pp | 22.78%-20.8pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,111 | $4,214-73.6% | $3,574-68.9% | $4,869-77.2% |
| Participant deferral / active EE | $1,810 | $4,269-57.6% | $3,712-51.2% | $5,287-65.8% |
| Admin fee / account holder | $6,539 | $6,644-1.6% | $5,332+22.6% | $10,132-35.5% |