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 | $25,586 | $42,886-40.3% | $88,946-71.2% | $85,563-70.1% |
| Participation rate | 24.7% | 37.9%-13.2pp | 68.8%-44.1pp | 66.0%-41.3pp |
| Annual return | 13.04% | 44.56%-31.5pp | 57.82%-44.8pp | 31.51%-18.5pp |
| Employer contribution / active EE | $284 | $1,147-75.3% | $2,555-88.9% | $2,654-89.3% |
| Participant deferral / active EE | $964 | $2,108-54.3% | $4,581-79.0% | $4,375-78.0% |
| Admin fee / account holder | $1,455 | $2,263-35.7% | $8,261-82.4% | $834+74.4% |