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 | $44,178 | $53,127-16.8% | $86,590-49.0% | $70,131-37.0% |
| Participation rate | 43.8% | 65.3%-21.6pp | 73.5%-29.8pp | 69.5%-25.8pp |
| Annual return | 5.55% | 27.66%-22.1pp | 964.84%-959.3pp | 73.14%-67.6pp |
| Employer contribution / active EE | $1,433 | $2,068-30.7% | $2,839-49.5% | $2,342-38.8% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $321 | $3,585-91.0% | $4,906-93.5% | $4,645-93.1% |