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 | $30,109 | $76,552-60.7% | $123,892-75.7% | $62,891-52.1% |
| Participation rate | 37.5% | 73.0%-35.5pp | 81.4%-43.9pp | 69.3%-31.8pp |
| Annual return | 2.50% | 18.68%-16.2pp | 47.52%-45.0pp | 20.14%-17.6pp |
| Employer contribution / active EE | $888 | $2,883-69.2% | $4,617-80.8% | $2,281-61.1% |
| Participant deferral / active EE | $2,785 | $4,840-42.4% | $5,984-53.5% | $3,203-13.0% |
| Admin fee / account holder | $21,587 | $4,826+347.3% | $8,357+158.3% | $4,296+402.6% |