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 | $51,720 | $86,929-40.5% | $102,423-49.5% | $80,856-36.0% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.6%-5.1pp |
| Annual return | 7.77% | 18.88%-11.1pp | 29.32%-21.6pp | 35.59%-27.8pp |
| Employer contribution / active EE | $955 | $2,369-59.7% | $3,023-68.4% | $2,755-65.3% |
| Participant deferral / active EE | $4,582 | $4,118+11.2% | $5,053-9.3% | $4,296+6.7% |
| Admin fee / account holder | $7,384 | $8,049-8.3% | $9,451-21.9% | $6,918+6.7% |