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 | $33,943 | $51,175-33.7% | $70,515-51.9% | $75,163-54.8% |
| Participation rate | 56.5% | 60.9%-4.4pp | 68.3%-11.8pp | 67.2%-10.7pp |
| Annual return | 9.53% | 30.02%-20.5pp | 32.77%-23.2pp | 160.62%-151.1pp |
| Employer contribution / active EE | $1,604 | $1,826-12.2% | $2,973-46.1% | $2,670-39.9% |
| Participant deferral / active EE | $2,833 | $2,849-0.6% | $4,567-38.0% | $4,125-31.3% |
| Admin fee / account holder | $4,069 | $4,091-0.5% | $6,412-36.5% | $5,651-28.0% |