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 | $31,377 | $86,286-63.6% | $111,297-71.8% | $85,850-63.5% |
| Participation rate | 55.4% | 73.3%-17.9pp | 77.3%-21.9pp | 69.3%-13.9pp |
| Annual return | 10.72% | 19.99%-9.3pp | 54.65%-43.9pp | 318.53%-307.8pp |
| Employer contribution / active EE | $613 | $2,043-70.0% | $2,731-77.5% | $2,565-76.1% |
| Participant deferral / active EE | $1,826 | $3,641-49.9% | $4,487-59.3% | $3,952-53.8% |
| Admin fee / account holder | $640 | $8,188-92.2% | $7,964-92.0% | $6,260-89.8% |