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 | $39,836 | $35,183+13.2% | $73,545-45.8% | $70,131-43.2% |
| Participation rate | 23.9% | 42.9%-19.1pp | 54.9%-31.1pp | 69.5%-45.7pp |
| Annual return | 3.01% | 26.90%-23.9pp | -15.16%+18.2pp | 73.14%-70.1pp |
| Employer contribution / active EE | $592 | $709-16.5% | $1,219-51.4% | $2,342-74.7% |
| Participant deferral / active EE | $1,318 | $1,220+8.1% | $1,806-27.0% | $3,332-60.4% |
| Admin fee / account holder | $8,580 | $2,302+272.7% | $2,320+269.9% | $4,645+84.7% |