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 | $33,617 | $68,547-51.0% | $120,354-72.1% | $80,856-58.4% |
| Participation rate | 42.9% | 61.6%-18.7pp | 71.9%-29.1pp | 67.6%-24.8pp |
| Annual return | 8.34% | 23.60%-15.3pp | 107.15%-98.8pp | 35.59%-27.3pp |
| Employer contribution / active EE | $751 | $2,051-63.4% | $3,463-78.3% | $2,755-72.7% |
| Participant deferral / active EE | $1,963 | $3,173-38.1% | $4,991-60.7% | $4,296-54.3% |
| Admin fee / account holder | $7,500 | $5,732+30.8% | $9,423-20.4% | $6,918+8.4% |