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 | $13,954 | $44,960-69.0% | $84,966-83.6% | $74,495-81.3% |
| Participation rate | 28.7% | 49.4%-20.7pp | 67.5%-38.8pp | 67.2%-38.5pp |
| Annual return | 11.08% | 26.24%-15.2pp | 66.38%-55.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,486 | $1,457+2.0% | $2,727-45.5% | $2,623-43.4% |
| Participant deferral / active EE | $775 | $2,731-71.6% | $4,519-82.8% | $4,346-82.2% |
| Admin fee / account holder | $2,142 | $2,209-3.0% | $6,149-65.2% | $1,942+10.3% |