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 | $30,920 | $58,851-47.5% | $115,157-73.1% | $72,985-57.6% |
| Participation rate | 35.0% | 65.5%-30.5pp | 75.9%-40.9pp | 69.5%-34.5pp |
| Annual return | 2.28% | 23.16%-20.9pp | 35.60%-33.3pp | 81.00%-78.7pp |
| Employer contribution / active EE | $1,227 | $1,798-31.8% | $3,179-61.4% | $2,440-49.7% |
| Participant deferral / active EE | $2,249 | $2,643-14.9% | $4,168-46.1% | $3,607-37.7% |
| Admin fee / account holder | $4,758 | $6,370-25.3% | $7,088-32.9% | $5,124-7.1% |