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 | $21,976 | $81,248-73.0% | $155,509-85.9% | $80,856-72.8% |
| Participation rate | 54.8% | 66.2%-11.5pp | 78.2%-23.4pp | 67.6%-12.9pp |
| Annual return | 9.46% | 33.31%-23.9pp | 64.67%-55.2pp | 35.59%-26.1pp |
| Employer contribution / active EE | $661 | $3,100-78.7% | $4,672-85.9% | $2,755-76.0% |
| Participant deferral / active EE | $1,645 | $3,452-52.3% | $5,626-70.8% | $4,296-61.7% |
| Admin fee / account holder | $1,737 | $7,997-78.3% | $15,912-89.1% | $6,918-74.9% |