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 | $22,184 | $45,073-50.8% | $69,455-68.1% | $72,985-69.6% |
| Participation rate | 41.9% | 68.5%-26.6pp | 74.6%-32.7pp | 69.5%-27.6pp |
| Annual return | 4.04% | 22.65%-18.6pp | 28.97%-24.9pp | 81.00%-77.0pp |
| Employer contribution / active EE | $534 | $2,054-74.0% | $2,779-80.8% | $2,440-78.1% |
| Participant deferral / active EE | $1,025 | $2,602-60.6% | $3,535-71.0% | $3,607-71.6% |
| Admin fee / account holder | $3,133 | $3,056+2.5% | $3,839-18.4% | $5,124-38.9% |