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 | $28,695 | $77,419-62.9% | $69,455-58.7% | $152,861-81.2% |
| Participation rate | 22.2% | 78.1%-55.9pp | 74.6%-52.4pp | 82.4%-60.2pp |
| Annual return | 3.68% | 39.06%-35.4pp | 28.97%-25.3pp | 345.32%-341.6pp |
| Employer contribution / active EE | $667 | $3,315-79.9% | $2,779-76.0% | $4,762-86.0% |
| Participant deferral / active EE | $1,125 | $4,414-74.5% | $3,535-68.2% | $5,850-80.8% |
| Admin fee / account holder | $1,545 | $6,207-75.1% | $3,839-59.8% | $11,596-86.7% |