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 | $27,270 | $37,426-27.1% | $77,482-64.8% | $79,858-65.9% |
| Participation rate | 18.9% | 41.5%-22.6pp | 54.2%-35.3pp | 69.6%-50.7pp |
| Annual return | 9.54% | 39.70%-30.2pp | 54.79%-45.3pp | 31.71%-22.2pp |
| Employer contribution / active EE | $155 | $637-75.6% | $986-84.2% | $2,471-93.7% |
| Participant deferral / active EE | $1,119 | $1,260-11.2% | $1,861-39.9% | $3,740-70.1% |
| Admin fee / account holder | $1,308 | $2,504-47.8% | $2,858-54.2% | $5,306-75.3% |