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 | $27,703 | $81,248-65.9% | $155,509-82.2% | $80,856-65.7% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.3pp | 67.6%-24.8pp |
| Annual return | 9.24% | 33.31%-24.1pp | 64.67%-55.4pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,541 | $3,100-50.3% | $4,672-67.0% | $2,755-44.0% |
| Participant deferral / active EE | $2,831 | $3,452-18.0% | $5,626-49.7% | $4,296-34.1% |
| Admin fee / account holder | $1,524 | $7,997-80.9% | $15,912-90.4% | $6,918-78.0% |