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 | $43,176 | $63,346-31.8% | $92,233-53.2% | $70,131-38.4% |
| Participation rate | 56.9% | 68.7%-11.8pp | 76.5%-19.6pp | 69.5%-12.6pp |
| Annual return | 12.13% | 530.12%-518.0pp | 176.28%-164.1pp | 73.14%-61.0pp |
| Employer contribution / active EE | $820 | $2,471-66.8% | $3,679-77.7% | $2,342-65.0% |
| Participant deferral / active EE | $2,606 | $2,854-8.7% | $3,897-33.1% | $3,332-21.8% |
| Admin fee / account holder | $3,161 | $3,840-17.7% | $5,194-39.1% | $4,645-32.0% |