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 | $21,715 | $85,202-74.5% | $172,739-87.4% | $72,985-70.2% |
| Participation rate | 61.7% | 70.1%-8.4pp | 82.6%-21.0pp | 69.5%-7.8pp |
| Annual return | 14.38% | 27.32%-12.9pp | 802.84%-788.5pp | 81.00%-66.6pp |
| Employer contribution / active EE | $1,416 | $3,324-57.4% | $5,143-72.5% | $2,440-41.9% |
| Participant deferral / active EE | $1,704 | $3,260-47.7% | $5,198-67.2% | $3,607-52.8% |
| Admin fee / account holder | $7,327 | $5,884+24.5% | $13,954-47.5% | $5,124+43.0% |