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 | $33,725 | $80,717-58.2% | $154,803-78.2% | $84,808-60.2% |
| Participation rate | 52.8% | 66.8%-14.0pp | 78.1%-25.2pp | 68.3%-15.5pp |
| Annual return | 12.41% | 37.96%-25.5pp | 58.88%-46.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $993 | $2,761-64.0% | $4,305-76.9% | $2,631-62.2% |
| Participant deferral / active EE | $1,235 | $3,303-62.6% | $5,540-77.7% | $4,212-70.7% |
| Admin fee / account holder | $8,044 | $6,746+19.2% | $14,329-43.9% | $7,344+9.5% |