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 | $22,650 | $49,922-54.6% | $80,569-71.9% | $75,163-69.9% |
| Participation rate | 48.4% | 55.3%-6.9pp | 67.0%-18.6pp | 67.2%-18.8pp |
| Annual return | 13.00% | 34.69%-21.7pp | 935.43%-922.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,064 | $1,698-37.3% | $2,723-60.9% | $2,670-60.1% |
| Participant deferral / active EE | $1,114 | $2,990-62.7% | $4,447-74.9% | $4,125-73.0% |
| Admin fee / account holder | $400 | $3,577-88.8% | $5,377-92.6% | $5,651-92.9% |