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 | $29,627 | $72,277-59.0% | $101,248-70.7% | $79,858-62.9% |
| Participation rate | 65.5% | 68.5%-3.0pp | 75.8%-10.4pp | 69.6%-4.2pp |
| Annual return | 7.62% | 22.30%-14.7pp | 46.47%-38.9pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,209 | $2,692-55.1% | $3,660-67.0% | $2,471-51.1% |
| Participant deferral / active EE | $1,605 | $3,282-51.1% | $4,370-63.3% | $3,740-57.1% |
| Admin fee / account holder | $607 | $4,400-86.2% | $5,945-89.8% | $5,306-88.6% |