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 | $25,250 | $95,416-73.5% | $185,823-86.4% | $85,850-70.6% |
| Participation rate | 43.8% | 68.8%-25.0pp | 81.7%-38.0pp | 69.3%-25.6pp |
| Annual return | 10.99% | 23.59%-12.6pp | 122.05%-111.1pp | 318.53%-307.5pp |
| Employer contribution / active EE | $978 | $3,314-70.5% | $5,167-81.1% | $2,565-61.9% |
| Participant deferral / active EE | $1,755 | $3,423-48.7% | $5,568-68.5% | $3,952-55.6% |
| Admin fee / account holder | $714 | $7,213-90.1% | $16,237-95.6% | $6,260-88.6% |