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 | $34,522 | $95,416-63.8% | $185,823-81.4% | $85,850-59.8% |
| Participation rate | 67.3% | 68.8%-1.5pp | 81.7%-14.4pp | 69.3%-2.0pp |
| Annual return | 8.13% | 23.59%-15.5pp | 122.05%-113.9pp | 318.53%-310.4pp |
| Employer contribution / active EE | $697 | $3,314-79.0% | $5,167-86.5% | $2,565-72.8% |
| Participant deferral / active EE | $2,275 | $3,423-33.5% | $5,568-59.1% | $3,952-42.4% |
| Admin fee / account holder | $3,027 | $7,213-58.0% | $16,237-81.4% | $6,260-51.6% |