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 | $39,078 | $91,190-57.1% | $178,490-78.1% | $79,858-51.1% |
| Participation rate | 67.1% | 69.2%-2.1pp | 81.9%-14.9pp | 69.6%-2.6pp |
| Annual return | 4.10% | 24.19%-20.1pp | 151.07%-147.0pp | 31.71%-27.6pp |
| Employer contribution / active EE | $763 | $3,256-76.6% | $5,011-84.8% | $2,471-69.1% |
| Participant deferral / active EE | $1,323 | $3,236-59.1% | $5,202-74.6% | $3,740-64.6% |
| Admin fee / account holder | $6,733 | $6,751-0.3% | $13,984-51.8% | $5,306+26.9% |