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 | $31,217 | $48,795-36.0% | $65,493-52.3% | $84,808-63.2% |
| Participation rate | 38.1% | 67.0%-28.9pp | 73.1%-35.0pp | 68.3%-30.2pp |
| Annual return | 10.82% | 20.20%-9.4pp | 982.45%-971.6pp | 40.90%-30.1pp |
| Employer contribution / active EE | $626 | $1,930-67.5% | $2,574-75.7% | $2,631-76.2% |
| Participant deferral / active EE | $1,152 | $2,928-60.7% | $3,961-70.9% | $4,212-72.7% |
| Admin fee / account holder | $11,619 | $3,877+199.7% | $5,028+131.1% | $7,344+58.2% |