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 | $26,047 | $80,717-67.7% | $154,803-83.2% | $84,808-69.3% |
| Participation rate | 55.2% | 66.8%-11.6pp | 78.1%-22.9pp | 68.3%-13.1pp |
| Annual return | 12.96% | 37.96%-25.0pp | 58.88%-45.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $707 | $2,761-74.4% | $4,305-83.6% | $2,631-73.1% |
| Participant deferral / active EE | $2,036 | $3,303-38.4% | $5,540-63.3% | $4,212-51.7% |
| Admin fee / account holder | $2,814 | $6,746-58.3% | $14,329-80.4% | $7,344-61.7% |