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 | $26,019 | $77,899-66.6% | $149,673-82.6% | $75,163-65.4% |
| Participation rate | 19.7% | 65.6%-45.9pp | 78.8%-59.1pp | 67.2%-47.5pp |
| Annual return | 12.89% | 31.72%-18.8pp | 134.42%-121.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $494 | $3,137-84.3% | $4,818-89.7% | $2,670-81.5% |
| Participant deferral / active EE | $971 | $3,411-71.5% | $5,680-82.9% | $4,125-76.5% |
| Admin fee / account holder | $2,048 | $5,956-65.6% | $13,210-84.5% | $5,651-63.8% |