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 | $44,984-69.0% | $85,009-83.6% | $74,546-81.3% |
| Participation rate | 28.7% | 49.4%-20.7pp | 67.5%-38.8pp | 67.2%-38.5pp |
| Annual return | 11.08% | 26.25%-15.2pp | 66.47%-55.4pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $1,486 | $1,458+1.9% | $2,728-45.5% | $2,624-43.4% |
| Participant deferral / active EE | $775 | $2,733-71.6% | $4,522-82.9% | $4,347-82.2% |
| Admin fee / account holder | $2,142 | $2,208-3.0% | $6,153-65.2% | $1,944+10.2% |