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 9-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 | $21,981 | $81,248-72.9% | $155,509-85.9% | $80,856-72.8% |
| Participation rate | 53.0% | 66.2%-13.2pp | 78.2%-25.2pp | 67.6%-14.6pp |
| Annual return | 5.72% | 33.31%-27.6pp | 64.67%-58.9pp | 35.59%-29.9pp |
| Employer contribution / active EE | $528 | $3,100-83.0% | $4,672-88.7% | $2,755-80.8% |
| Participant deferral / active EE | $2,112 | $3,452-38.8% | $5,626-62.5% | $4,296-50.8% |
| Admin fee / account holder | $1,501 | $7,997-81.2% | $15,912-90.6% | $6,918-78.3% |