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 | $40,377 | $73,933-45.4% | $96,683-58.2% | $75,163-46.3% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 12.96% | 26.70%-13.7pp | 35.69%-22.7pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,619 | $2,928-44.7% | $3,737-56.7% | $2,670-39.4% |
| Participant deferral / active EE | $2,814 | $3,659-23.1% | $4,878-42.3% | $4,125-31.8% |
| Admin fee / account holder | $714 | $5,216-86.3% | $6,730-89.4% | $5,651-87.4% |