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 | $36,426 | $95,416-61.8% | $185,823-80.4% | $85,850-57.6% |
| Participation rate | 30.1% | 68.8%-38.6pp | 81.7%-51.6pp | 69.3%-39.2pp |
| Annual return | 11.46% | 23.59%-12.1pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $618 | $3,314-81.3% | $5,167-88.0% | $2,565-75.9% |
| Participant deferral / active EE | $1,483 | $3,423-56.7% | $5,568-73.4% | $3,952-62.5% |
| Admin fee / account holder | $12,262 | $7,213+70.0% | $16,237-24.5% | $6,260+95.9% |