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 | $26,460 | $47,944-44.8% | $67,834-61.0% | $62,891-57.9% |
| Participation rate | 37.7% | 61.1%-23.4pp | 68.8%-31.1pp | 69.3%-31.6pp |
| Annual return | 3.14% | 11.77%-8.6pp | 138.47%-135.3pp | 20.14%-17.0pp |
| Employer contribution / active EE | $613 | $1,562-60.8% | $2,403-74.5% | $2,281-73.1% |
| Participant deferral / active EE | $1,380 | $2,247-38.6% | $3,160-56.3% | $3,203-56.9% |
| Admin fee / account holder | $12,803 | $3,712+244.9% | $4,622+177.0% | $4,296+198.1% |