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 | $35,662 | $90,503-60.6% | $78,689-54.7% | $273,961-87.0% |
| Participation rate | 64.7% | 76.5%-11.8pp | 73.6%-8.9pp | 83.0%-18.3pp |
| Annual return | 0.94% | 75.60%-74.7pp | 62.18%-61.2pp | 41.45%-40.5pp |
| Employer contribution / active EE | $809 | $3,176-74.5% | $2,851-71.6% | $4,869-83.4% |
| Participant deferral / active EE | $2,578 | $3,901-33.9% | $3,517-26.7% | $5,287-51.2% |
| Admin fee / account holder | $678 | $5,263-87.1% | $4,510-85.0% | $10,132-93.3% |