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 | $26,245 | $54,705-52.0% | $71,209-63.1% | $84,808-69.1% |
| Participation rate | 53.8% | 64.1%-10.2pp | 73.8%-19.9pp | 68.3%-14.5pp |
| Annual return | 11.02% | 35.90%-24.9pp | 282.51%-271.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $953 | $2,158-55.9% | $2,721-65.0% | $2,631-63.8% |
| Participant deferral / active EE | $1,753 | $3,030-42.1% | $4,175-58.0% | $4,212-58.4% |
| Admin fee / account holder | $755 | $4,863-84.5% | $5,349-85.9% | $7,344-89.7% |