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 | $20,423 | $30,400-32.8% | $53,898-62.1% | $84,808-75.9% |
| Participation rate | 37.3% | 46.4%-9.2pp | 55.0%-17.7pp | 68.3%-31.1pp |
| Annual return | 13.80% | 500.19%-486.4pp | 528.60%-514.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $815 | $603+35.3% | $932-12.5% | $2,631-69.0% |
| Participant deferral / active EE | $1,431 | $1,199+19.4% | $1,826-21.7% | $4,212-66.0% |
| Admin fee / account holder | $5,758 | $1,993+188.9% | $2,491+131.2% | $7,344-21.6% |