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 | $30,507 | $45,035-32.3% | $62,995-51.6% | $70,131-56.5% |
| Participation rate | 66.7% | 69.5%-2.9pp | 74.8%-8.1pp | 69.5%-2.9pp |
| Annual return | 10.85% | 18.76%-7.9pp | 87.57%-76.7pp | 73.14%-62.3pp |
| Employer contribution / active EE | $487 | $2,051-76.2% | $2,759-82.3% | $2,342-79.2% |
| Participant deferral / active EE | $2,222 | $2,465-9.9% | $3,329-33.3% | $3,332-33.3% |
| Admin fee / account holder | $756 | $2,834-73.3% | $3,600-79.0% | $4,645-83.7% |