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 | $22,640 | $48,230-53.1% | $67,502-66.5% | $80,856-72.0% |
| Participation rate | 33.3% | 66.4%-33.0pp | 72.9%-39.5pp | 67.6%-34.3pp |
| Annual return | 9.29% | 18.28%-9.0pp | 3512.12%-3502.8pp | 35.59%-26.3pp |
| Employer contribution / active EE | $769 | $2,020-61.9% | $2,731-71.8% | $2,755-72.1% |
| Participant deferral / active EE | $1,080 | $2,924-63.1% | $4,000-73.0% | $4,296-74.9% |
| Admin fee / account holder | $4,697 | $3,681+27.6% | $3,998+17.5% | $6,918-32.1% |