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 | $21,620 | $54,541-60.4% | $78,778-72.6% | $70,131-69.2% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 11.11% | 21.07%-10.0pp | 35.62%-24.5pp | 73.14%-62.0pp |
| Employer contribution / active EE | $430 | $1,089-60.5% | $1,986-78.4% | $2,342-81.7% |
| Participant deferral / active EE | $992 | $2,210-55.1% | $2,958-66.5% | $3,332-70.2% |
| Admin fee / account holder | $1,305 | $3,709-64.8% | $5,134-74.6% | $4,645-71.9% |