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 | $39,791 | $63,861-37.7% | $104,607-62.0% | $79,858-50.2% |
| Participation rate | 51.4% | 64.9%-13.5pp | 74.1%-22.7pp | 69.6%-18.2pp |
| Annual return | 3.75% | 21.30%-17.5pp | 340.46%-336.7pp | 31.71%-28.0pp |
| Employer contribution / active EE | $659 | $1,588-58.5% | $2,681-75.4% | $2,471-73.3% |
| Participant deferral / active EE | $1,860 | $2,693-30.9% | $3,740-50.3% | $3,740-50.3% |
| Admin fee / account holder | $12,581 | $4,185+200.6% | $6,473+94.4% | $5,306+137.1% |