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 | $29,329 | $65,041-54.9% | $90,951-67.8% | $79,858-63.3% |
| Participation rate | 60.3% | 61.6%-1.3pp | 69.0%-8.7pp | 69.6%-9.3pp |
| Annual return | 8.04% | 30.45%-22.4pp | 134.60%-126.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $630 | $1,247-49.5% | $2,122-70.3% | $2,471-74.5% |
| Participant deferral / active EE | $1,674 | $2,512-33.4% | $3,373-50.4% | $3,740-55.2% |
| Admin fee / account holder | $2,547 | $4,536-43.8% | $5,959-57.2% | $5,306-52.0% |