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 | $28,618 | $53,777-46.8% | $134,143-78.7% | $79,858-64.2% |
| Participation rate | 34.0% | 58.8%-24.8pp | 72.2%-38.2pp | 69.6%-35.6pp |
| Annual return | 9.84% | 19.01%-9.2pp | 36.33%-26.5pp | 31.71%-21.9pp |
| Employer contribution / active EE | $401 | $1,321-69.7% | $3,704-89.2% | $2,471-83.8% |
| Participant deferral / active EE | $1,319 | $2,420-45.5% | $3,499-62.3% | $3,740-64.7% |
| Admin fee / account holder | $7,079 | $3,984+77.7% | $6,684+5.9% | $5,306+33.4% |