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 | $30,286 | $76,407-60.4% | $150,298-79.8% | $82,448-63.3% |
| Participation rate | 33.9% | 66.4%-32.5pp | 77.8%-43.9pp | 68.1%-34.2pp |
| Annual return | 11.26% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $304 | $2,614-88.4% | $4,154-92.7% | $2,551-88.1% |
| Participant deferral / active EE | $1,337 | $3,214-58.4% | $5,453-75.5% | $4,139-67.7% |
| Admin fee / account holder | $851 | $6,352-86.6% | $14,116-94.0% | $7,234-88.2% |