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 | $24,423 | $58,512-58.3% | $84,015-70.9% | $72,985-66.5% |
| Participation rate | 67.9% | 61.2%+6.6pp | 69.0%-1.2pp | 69.5%-1.6pp |
| Annual return | 0.91% | 28.93%-28.0pp | 71.31%-70.4pp | 81.00%-80.1pp |
| Employer contribution / active EE | $828 | $1,163-28.8% | $1,983-58.2% | $2,440-66.1% |
| Participant deferral / active EE | $1,329 | $2,394-44.5% | $3,239-59.0% | $3,607-63.2% |
| Admin fee / account holder | $1,408 | $4,569-69.2% | $6,101-76.9% | $5,124-72.5% |