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 | $32,717 | $58,512-44.1% | $84,015-61.1% | $72,985-55.2% |
| Participation rate | 42.6% | 61.2%-18.7pp | 69.0%-26.5pp | 69.5%-26.9pp |
| Annual return | 12.16% | 28.93%-16.8pp | 71.31%-59.1pp | 81.00%-68.8pp |
| Employer contribution / active EE | $230 | $1,163-80.2% | $1,983-88.4% | $2,440-90.6% |
| Participant deferral / active EE | $1,674 | $2,394-30.1% | $3,239-48.3% | $3,607-53.6% |
| Admin fee / account holder | $473 | $4,569-89.6% | $6,101-92.2% | $5,124-90.8% |