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 | $65,326 | $71,050-8.1% | $93,606-30.2% | $80,856-19.2% |
| Participation rate | 23.8% | 60.4%-36.6pp | 68.7%-44.9pp | 67.6%-43.8pp |
| Annual return | 6.75% | 11.26%-4.5pp | 133.20%-126.5pp | 35.59%-28.8pp |
| Employer contribution / active EE | $755 | $1,564-51.7% | $2,420-68.8% | $2,755-72.6% |
| Participant deferral / active EE | $1,285 | $4,034-68.1% | $4,411-70.9% | $4,296-70.1% |
| Admin fee / account holder | $616 | $6,945-91.1% | $8,285-92.6% | $6,918-91.1% |