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 | $28,796 | $55,706-48.3% | $75,886-62.1% | $72,985-60.5% |
| Participation rate | 32.7% | 61.1%-28.4pp | 69.3%-36.6pp | 69.5%-36.8pp |
| Annual return | 4.99% | 27.59%-22.6pp | 30.76%-25.8pp | 81.00%-76.0pp |
| Employer contribution / active EE | $425 | $1,687-74.8% | $2,500-83.0% | $2,440-82.6% |
| Participant deferral / active EE | $1,091 | $2,634-58.6% | $3,603-69.7% | $3,607-69.8% |
| Admin fee / account holder | $1,306 | $3,978-67.2% | $5,418-75.9% | $5,124-74.5% |