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 | $28,095 | $46,869-40.1% | $122,332-77.0% | $70,131-59.9% |
| Participation rate | 38.7% | 58.2%-19.5pp | 71.6%-32.9pp | 69.5%-30.8pp |
| Annual return | 10.51% | 24.22%-13.7pp | 30.27%-19.8pp | 73.14%-62.6pp |
| Employer contribution / active EE | $630 | $1,288-51.0% | $4,050-84.4% | $2,342-73.1% |
| Participant deferral / active EE | $1,103 | $2,166-49.1% | $3,287-66.4% | $3,332-66.9% |
| Admin fee / account holder | $3,030 | $3,322-8.8% | $5,478-44.7% | $4,645-34.8% |