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 | $40,269 | $57,016-29.4% | $84,966-52.6% | $80,856-50.2% |
| Participation rate | 60.3% | 56.3%+4.0pp | 67.5%-7.2pp | 67.6%-7.3pp |
| Annual return | 8.65% | 21.66%-13.0pp | 66.38%-57.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $323 | $1,798-82.1% | $2,727-88.2% | $2,755-88.3% |
| Participant deferral / active EE | $3,026 | $3,110-2.7% | $4,519-33.0% | $4,296-29.6% |
| Admin fee / account holder | $1,151 | $4,980-76.9% | $6,149-81.3% | $6,918-83.4% |