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 | $30,043 | $55,453-45.8% | $170,442-82.4% | $62,292-51.8% |
| Participation rate | 47.7% | 66.4%-18.7pp | 83.6%-35.9pp | 69.5%-21.8pp |
| Annual return | 10.80% | 21.38%-10.6pp | 205.93%-195.1pp | 28.90%-18.1pp |
| Employer contribution / active EE | $515 | $2,164-76.2% | $5,433-90.5% | $2,042-74.8% |
| Participant deferral / active EE | $1,520 | $2,303-34.0% | $4,939-69.2% | $3,169-52.0% |
| Admin fee / account holder | $7,604 | $455+1570.9% | $13,880-45.2% | $479+1486.3% |