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 | $27,983 | $76,552-63.4% | $123,892-77.4% | $62,891-55.5% |
| Participation rate | 56.6% | 73.0%-16.4pp | 81.4%-24.8pp | 69.3%-12.7pp |
| Annual return | 5.21% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,650 | $2,883-42.8% | $4,617-64.3% | $2,281-27.6% |
| Participant deferral / active EE | $3,010 | $4,840-37.8% | $5,984-49.7% | $3,203-6.0% |
| Admin fee / account holder | $682 | $4,826-85.9% | $8,357-91.8% | $4,296-84.1% |