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 | $57,501 | $81,248-29.2% | $155,509-63.0% | $80,856-28.9% |
| Participation rate | 30.0% | 66.2%-36.2pp | 78.2%-48.2pp | 67.6%-37.6pp |
| Annual return | 8.39% | 33.31%-24.9pp | 64.67%-56.3pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,030 | $3,100-66.8% | $4,672-77.9% | $2,755-62.6% |
| Participant deferral / active EE | $2,205 | $3,452-36.1% | $5,626-60.8% | $4,296-48.7% |
| Admin fee / account holder | $1,717 | $7,997-78.5% | $15,912-89.2% | $6,918-75.2% |