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 | $22,994 | $95,416-75.9% | $185,823-87.6% | $85,850-73.2% |
| Participation rate | 48.3% | 68.8%-20.5pp | 81.7%-33.4pp | 69.3%-21.0pp |
| Annual return | 10.44% | 23.59%-13.1pp | 122.05%-111.6pp | 318.53%-308.1pp |
| Employer contribution / active EE | $787 | $3,314-76.2% | $5,167-84.8% | $2,565-69.3% |
| Participant deferral / active EE | $1,229 | $3,423-64.1% | $5,568-77.9% | $3,952-68.9% |
| Admin fee / account holder | $1,490 | $7,213-79.3% | $16,237-90.8% | $6,260-76.2% |