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 | $28,879 | $45,211-36.1% | $56,429-48.8% | $70,131-58.8% |
| Participation rate | 60.9% | 73.6%-12.8pp | 80.0%-19.2pp | 69.5%-8.7pp |
| Annual return | 12.41% | 38.45%-26.0pp | 19.04%-6.6pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,478 | $2,737-46.0% | $3,405-56.6% | $2,342-36.9% |
| Participant deferral / active EE | $2,231 | $2,735-18.4% | $3,951-43.5% | $3,332-33.1% |
| Admin fee / account holder | $1,954 | $3,027-35.4% | $4,466-56.2% | $4,645-57.9% |