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 | $20,534 | $77,634-73.6% | $156,549-86.9% | $62,891-67.3% |
| Participation rate | 57.1% | 71.2%-14.1pp | 84.0%-26.9pp | 69.3%-12.2pp |
| Annual return | 2.62% | 50.32%-47.7pp | 32.23%-29.6pp | 20.14%-17.5pp |
| Employer contribution / active EE | $857 | $3,444-75.1% | $5,501-84.4% | $2,281-62.4% |
| Participant deferral / active EE | $2,157 | $3,045-29.2% | $4,871-55.7% | $3,203-32.6% |
| Admin fee / account holder | $582 | $5,561-89.5% | $13,027-95.5% | $4,296-86.4% |