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 | $32,508 | $85,202-61.8% | $172,739-81.2% | $72,985-55.5% |
| Participation rate | 43.3% | 70.1%-26.7pp | 82.6%-39.3pp | 69.5%-26.2pp |
| Annual return | 11.87% | 27.32%-15.4pp | 802.84%-791.0pp | 81.00%-69.1pp |
| Employer contribution / active EE | $958 | $3,324-71.2% | $5,143-81.4% | $2,440-60.8% |
| Participant deferral / active EE | $2,304 | $3,260-29.3% | $5,198-55.7% | $3,607-36.1% |
| Admin fee / account holder | $13,604 | $5,884+131.2% | $13,954-2.5% | $5,124+165.5% |