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 | $34,713 | $45,035-22.9% | $62,995-44.9% | $70,131-50.5% |
| Participation rate | 67.9% | 69.5%-1.6pp | 74.8%-6.9pp | 69.5%-1.6pp |
| Annual return | 10.97% | 18.76%-7.8pp | 87.57%-76.6pp | 73.14%-62.2pp |
| Employer contribution / active EE | $1,171 | $2,051-42.9% | $2,759-57.6% | $2,342-50.0% |
| Participant deferral / active EE | $1,238 | $2,465-49.8% | $3,329-62.8% | $3,332-62.8% |
| Admin fee / account holder | $694 | $2,834-75.5% | $3,600-80.7% | $4,645-85.1% |