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 | $18,264 | $84,233-78.3% | $170,442-89.3% | $70,131-74.0% |
| Participation rate | 48.0% | 70.8%-22.8pp | 83.6%-35.6pp | 69.5%-21.5pp |
| Annual return | 5.21% | 23.06%-17.8pp | 205.93%-200.7pp | 73.14%-67.9pp |
| Employer contribution / active EE | $415 | $3,387-87.7% | $5,433-92.4% | $2,342-82.3% |
| Participant deferral / active EE | $1,346 | $3,086-56.4% | $4,939-72.7% | $3,332-59.6% |
| Admin fee / account holder | $17,091 | $5,698+199.9% | $13,880+23.1% | $4,645+267.9% |