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 | $28,595 | $54,705-47.7% | $71,209-59.8% | $84,808-66.3% |
| Participation rate | 30.9% | 64.1%-33.2pp | 73.8%-42.9pp | 68.3%-37.4pp |
| Annual return | 13.18% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $609 | $2,158-71.8% | $2,721-77.6% | $2,631-76.9% |
| Participant deferral / active EE | $1,269 | $3,030-58.1% | $4,175-69.6% | $4,212-69.9% |
| Admin fee / account holder | $1,836 | $4,863-62.2% | $5,349-65.7% | $7,344-75.0% |