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 | $24,631 | $58,694-58.0% | $142,863-82.8% | $85,850-71.3% |
| Participation rate | 44.8% | 58.5%-13.7pp | 71.9%-27.1pp | 69.3%-24.5pp |
| Annual return | 5.75% | 27.72%-22.0pp | 5637.54%-5631.8pp | 318.53%-312.8pp |
| Employer contribution / active EE | $511 | $1,423-64.1% | $4,144-87.7% | $2,565-80.1% |
| Participant deferral / active EE | $2,044 | $2,607-21.6% | $3,837-46.7% | $3,952-48.3% |
| Admin fee / account holder | $3,771 | $4,239-11.1% | $6,560-42.5% | $6,260-39.8% |