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 | $21,780 | $51,466-57.7% | $78,778-72.4% | $62,292-65.0% |
| Participation rate | 53.2% | 59.8%-6.6pp | 69.2%-16.0pp | 69.5%-16.3pp |
| Annual return | 12.01% | 19.96%-7.9pp | 35.62%-23.6pp | 28.90%-16.9pp |
| Employer contribution / active EE | $594 | $827-28.2% | $1,986-70.1% | $2,042-70.9% |
| Participant deferral / active EE | $2,710 | $2,147+26.2% | $2,958-8.4% | $3,169-14.5% |
| Admin fee / account holder | $1,629 | $489+233.0% | $5,134-68.3% | $479+239.9% |