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 | $25,254 | $65,041-61.2% | $90,951-72.2% | $79,858-68.4% |
| Participation rate | 40.4% | 61.6%-21.3pp | 69.0%-28.7pp | 69.6%-29.3pp |
| Annual return | 10.14% | 30.45%-20.3pp | 134.60%-124.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $647 | $1,247-48.1% | $2,122-69.5% | $2,471-73.8% |
| Participant deferral / active EE | $2,079 | $2,512-17.2% | $3,373-38.4% | $3,740-44.4% |
| Admin fee / account holder | $3,989 | $4,536-12.1% | $5,959-33.1% | $5,306-24.8% |