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 | $33,406 | $91,190-63.4% | $178,490-81.3% | $79,858-58.2% |
| Participation rate | 43.8% | 69.2%-25.5pp | 81.9%-38.2pp | 69.6%-25.9pp |
| Annual return | 4.68% | 24.19%-19.5pp | 151.07%-146.4pp | 31.71%-27.0pp |
| Employer contribution / active EE | $721 | $3,256-77.9% | $5,011-85.6% | $2,471-70.8% |
| Participant deferral / active EE | $1,759 | $3,236-45.6% | $5,202-66.2% | $3,740-53.0% |
| Admin fee / account holder | $1,662 | $6,751-75.4% | $13,984-88.1% | $5,306-68.7% |