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 | $30,405 | $50,082-39.3% | $93,406-67.4% | $79,858-61.9% |
| Participation rate | 55.2% | 60.9%-5.8pp | 66.8%-11.6pp | 69.6%-14.5pp |
| Annual return | 9.28% | 24.59%-15.3pp | 78.05%-68.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $308 | $1,303-76.4% | $2,075-85.2% | $2,471-87.5% |
| Participant deferral / active EE | $1,687 | $2,212-23.8% | $3,126-46.0% | $3,740-54.9% |
| Admin fee / account holder | $1,674 | $3,454-51.5% | $5,230-68.0% | $5,306-68.5% |