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 | $22,548 | $95,416-76.4% | $185,823-87.9% | $85,850-73.7% |
| Participation rate | 36.2% | 68.8%-32.6pp | 81.7%-45.5pp | 69.3%-33.1pp |
| Annual return | 6.35% | 23.59%-17.2pp | 122.05%-115.7pp | 318.53%-312.2pp |
| Employer contribution / active EE | $651 | $3,314-80.4% | $5,167-87.4% | $2,565-74.6% |
| Participant deferral / active EE | $1,081 | $3,423-68.4% | $5,568-80.6% | $3,952-72.6% |
| Admin fee / account holder | $8,166 | $7,213+13.2% | $16,237-49.7% | $6,260+30.5% |