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 | $40,742 | $70,428-42.2% | $96,562-57.8% | $85,850-52.5% |
| Participation rate | 49.1% | 61.8%-12.7pp | 69.8%-20.7pp | 69.3%-20.2pp |
| Annual return | 9.03% | 18.59%-9.6pp | 37.78%-28.8pp | 318.53%-309.5pp |
| Employer contribution / active EE | $478 | $1,413-66.1% | $2,356-79.7% | $2,565-81.3% |
| Participant deferral / active EE | $2,052 | $2,894-29.1% | $3,849-46.7% | $3,952-48.1% |
| Admin fee / account holder | $316 | $4,997-93.7% | $6,181-94.9% | $6,260-95.0% |