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 | $31,952 | $78,705-59.4% | $117,854-72.9% | $70,131-54.4% |
| Participation rate | 66.7% | 73.2%-6.5pp | 79.7%-13.0pp | 69.5%-2.9pp |
| Annual return | 8.75% | 23.30%-14.5pp | 335.08%-326.3pp | 73.14%-64.4pp |
| Employer contribution / active EE | $1,283 | $2,223-42.3% | $3,786-66.1% | $2,342-45.2% |
| Participant deferral / active EE | $1,592 | $3,297-51.7% | $4,482-64.5% | $3,332-52.2% |
| Admin fee / account holder | $1,021 | $5,065-79.9% | $8,020-87.3% | $4,645-78.0% |