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 | $20,797 | $48,076-56.7% | $78,689-73.6% | $62,891-66.9% |
| Participation rate | 60.6% | 65.2%-4.6pp | 73.6%-13.0pp | 69.3%-8.7pp |
| Annual return | 3.29% | 31.35%-28.1pp | 62.18%-58.9pp | 20.14%-16.9pp |
| Employer contribution / active EE | $575 | $2,015-71.5% | $2,851-79.8% | $2,281-74.8% |
| Participant deferral / active EE | $1,211 | $2,588-53.2% | $3,517-65.6% | $3,203-62.2% |
| Admin fee / account holder | $2,519 | $3,207-21.4% | $4,510-44.1% | $4,296-41.3% |