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 | $22,077 | $54,517-59.5% | $75,972-70.9% | $74,495-70.4% |
| Participation rate | 33.1% | 60.3%-27.2pp | 69.1%-36.0pp | 67.2%-34.1pp |
| Annual return | 10.73% | 31.82%-21.1pp | 359.55%-348.8pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $658 | $1,777-63.0% | $2,685-75.5% | $2,623-74.9% |
| Participant deferral / active EE | $1,050 | $3,066-65.7% | $4,255-75.3% | $4,346-75.8% |
| Admin fee / account holder | $2,199 | $2,229-1.3% | $6,467-66.0% | $1,942+13.3% |