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 | $23,207 | $76,552-69.7% | $123,892-81.3% | $62,891-63.1% |
| Participation rate | 67.7% | 73.0%-5.2pp | 81.4%-13.7pp | 69.3%-1.6pp |
| Annual return | 2.40% | 18.68%-16.3pp | 47.52%-45.1pp | 20.14%-17.7pp |
| Employer contribution / active EE | $1,476 | $2,883-48.8% | $4,617-68.0% | $2,281-35.3% |
| Participant deferral / active EE | $2,039 | $4,840-57.9% | $5,984-65.9% | $3,203-36.3% |
| Admin fee / account holder | $4,076 | $4,826-15.5% | $8,357-51.2% | $4,296-5.1% |