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 | $40,230 | $78,422-48.7% | $95,952-58.1% | $79,858-49.6% |
| Participation rate | 56.2% | 73.5%-17.3pp | 77.1%-20.9pp | 69.6%-13.5pp |
| Annual return | 6.49% | 19.37%-12.9pp | 91.61%-85.1pp | 31.71%-25.2pp |
| Employer contribution / active EE | $624 | $1,945-67.9% | $2,541-75.5% | $2,471-74.8% |
| Participant deferral / active EE | $1,652 | $3,440-52.0% | $4,167-60.4% | $3,740-55.8% |
| Admin fee / account holder | $9,243 | $5,622+64.4% | $6,795+36.0% | $5,306+74.2% |