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 | $29,496 | $58,879-49.9% | $178,490-83.5% | $73,488-59.9% |
| Participation rate | 51.0% | 66.2%-15.2pp | 81.9%-30.9pp | 70.7%-19.7pp |
| Annual return | 9.81% | 24.86%-15.1pp | 151.07%-141.3pp | 28.51%-18.7pp |
| Employer contribution / active EE | $573 | $2,236-74.4% | $5,011-88.6% | $2,270-74.8% |
| Participant deferral / active EE | $2,337 | $2,567-9.0% | $5,202-55.1% | $3,740-37.5% |
| Admin fee / account holder | $6,872 | $400+1616.6% | $13,984-50.9% | $513+1239.3% |