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 | $10,027 | $81,233-87.7% | $155,567-93.6% | $80,874-87.6% |
| Participation rate | 65.1% | 66.2%-1.1pp | 78.2%-13.1pp | 67.6%-2.5pp |
| Annual return | 10.37% | 33.33%-23.0pp | 64.74%-54.4pp | 35.62%-25.2pp |
| Employer contribution / active EE | $949 | $3,101-69.4% | $4,674-79.7% | $2,756-65.6% |
| Participant deferral / active EE | $1,322 | $3,452-61.7% | $5,628-76.5% | $4,297-69.2% |
| Admin fee / account holder | $3,723 | $7,998-53.4% | $15,916-76.6% | $6,935-46.3% |