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 | $31,409 | $77,899-59.7% | $149,673-79.0% | $75,163-58.2% |
| Participation rate | 64.9% | 65.6%-0.7pp | 78.8%-13.9pp | 67.2%-2.3pp |
| Annual return | 8.74% | 31.72%-23.0pp | 134.42%-125.7pp | 160.62%-151.9pp |
| Employer contribution / active EE | $1,496 | $3,137-52.3% | $4,818-68.9% | $2,670-44.0% |
| Participant deferral / active EE | $1,878 | $3,411-44.9% | $5,680-66.9% | $4,125-54.5% |
| Admin fee / account holder | $1,051 | $5,956-82.4% | $13,210-92.0% | $5,651-81.4% |