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 | $31,092 | $81,248-61.7% | $155,509-80.0% | $80,856-61.5% |
| Participation rate | 49.4% | 66.2%-16.9pp | 78.2%-28.8pp | 67.6%-18.3pp |
| Annual return | 9.62% | 33.31%-23.7pp | 64.67%-55.1pp | 35.59%-26.0pp |
| Employer contribution / active EE | $590 | $3,100-81.0% | $4,672-87.4% | $2,755-78.6% |
| Participant deferral / active EE | $2,293 | $3,452-33.6% | $5,626-59.3% | $4,296-46.6% |
| Admin fee / account holder | $850 | $7,997-89.4% | $15,912-94.7% | $6,918-87.7% |