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 | $23,679 | $80,717-70.7% | $154,803-84.7% | $84,808-72.1% |
| Participation rate | 25.5% | 66.8%-41.4pp | 78.1%-52.6pp | 68.3%-42.9pp |
| Annual return | 11.73% | 37.96%-26.2pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $769 | $2,761-72.1% | $4,305-82.1% | $2,631-70.8% |
| Participant deferral / active EE | $1,047 | $3,303-68.3% | $5,540-81.1% | $4,212-75.1% |
| Admin fee / account holder | $1,534 | $6,746-77.3% | $14,329-89.3% | $7,344-79.1% |