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 | $52,972 | $62,573-15.3% | $85,682-38.2% | $85,850-38.3% |
| Participation rate | 39.4% | 61.1%-21.7pp | 69.9%-30.5pp | 69.3%-29.9pp |
| Annual return | 8.76% | 23.77%-15.0pp | 21.49%-12.7pp | 318.53%-309.8pp |
| Employer contribution / active EE | $384 | $1,757-78.1% | $2,618-85.3% | $2,565-85.0% |
| Participant deferral / active EE | $1,959 | $2,802-30.1% | $3,923-50.1% | $3,952-50.4% |
| Admin fee / account holder | $16,232 | $4,640+249.8% | $6,873+136.2% | $6,260+159.3% |