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 | $20,627 | $27,915-26.1% | $58,482-64.7% | $75,163-72.6% |
| Participation rate | 28.9% | 38.8%-9.9pp | 50.9%-21.9pp | 67.2%-38.2pp |
| Annual return | 14.51% | 44.20%-29.7pp | 4239.32%-4224.8pp | 160.62%-146.1pp |
| Employer contribution / active EE | $324 | $669-51.6% | $1,053-69.2% | $2,670-87.9% |
| Participant deferral / active EE | $757 | $1,201-37.0% | $1,924-60.6% | $4,125-81.6% |
| Admin fee / account holder | $1,043 | $1,726-39.5% | $2,516-58.5% | $5,651-81.5% |