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 | $27,119 | $47,479-42.9% | $62,929-56.9% | $82,448-67.1% |
| Participation rate | 34.3% | 66.9%-32.5pp | 73.1%-38.8pp | 68.1%-33.7pp |
| Annual return | 9.53% | 20.34%-10.8pp | 1063.93%-1054.4pp | 41.64%-32.1pp |
| Employer contribution / active EE | $2,258 | $1,885+19.8% | $2,505-9.8% | $2,551-11.5% |
| Participant deferral / active EE | $3,540 | $2,870+23.3% | $3,888-9.0% | $4,139-14.5% |
| Admin fee / account holder | $1,545 | $3,804-59.4% | $5,065-69.5% | $7,234-78.6% |