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 | $30,221 | $95,416-68.3% | $185,823-83.7% | $85,850-64.8% |
| Participation rate | 51.4% | 68.8%-17.4pp | 81.7%-30.3pp | 69.3%-18.0pp |
| Annual return | 6.41% | 23.59%-17.2pp | 122.05%-115.6pp | 318.53%-312.1pp |
| Employer contribution / active EE | $551 | $3,314-83.4% | $5,167-89.3% | $2,565-78.5% |
| Participant deferral / active EE | $2,118 | $3,423-38.1% | $5,568-62.0% | $3,952-46.4% |
| Admin fee / account holder | $7,582 | $7,213+5.1% | $16,237-53.3% | $6,260+21.1% |