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 | $25,306 | $85,202-70.3% | $172,739-85.4% | $72,985-65.3% |
| Participation rate | 61.5% | 70.1%-8.5pp | 82.6%-21.1pp | 69.5%-7.9pp |
| Annual return | 6.39% | 27.32%-20.9pp | 802.84%-796.4pp | 81.00%-74.6pp |
| Employer contribution / active EE | $1,019 | $3,324-69.4% | $5,143-80.2% | $2,440-58.2% |
| Participant deferral / active EE | $1,664 | $3,260-49.0% | $5,198-68.0% | $3,607-53.9% |
| Admin fee / account holder | $530 | $5,884-91.0% | $13,954-96.2% | $5,124-89.7% |