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 | $17,912 | $77,899-77.0% | $149,673-88.0% | $75,163-76.2% |
| Participation rate | 39.1% | 65.6%-26.5pp | 78.8%-39.7pp | 67.2%-28.1pp |
| Annual return | 10.65% | 31.72%-21.1pp | 134.42%-123.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $796 | $3,137-74.6% | $4,818-83.5% | $2,670-70.2% |
| Participant deferral / active EE | $1,925 | $3,411-43.6% | $5,680-66.1% | $4,125-53.3% |
| Admin fee / account holder | $1,737 | $5,956-70.8% | $13,210-86.8% | $5,651-69.3% |