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 | $23,577 | $58,512-59.7% | $84,015-71.9% | $72,985-67.7% |
| Participation rate | 35.6% | 61.2%-25.6pp | 69.0%-33.4pp | 69.5%-33.9pp |
| Annual return | 13.93% | 28.93%-15.0pp | 71.31%-57.4pp | 81.00%-67.1pp |
| Employer contribution / active EE | $1,061 | $1,163-8.8% | $1,983-46.5% | $2,440-56.5% |
| Participant deferral / active EE | $1,179 | $2,394-50.7% | $3,239-63.6% | $3,607-67.3% |
| Admin fee / account holder | $4,130 | $4,569-9.6% | $6,101-32.3% | $5,124-19.4% |