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 | $21,990 | $48,230-54.4% | $67,502-67.4% | $80,856-72.8% |
| Participation rate | 30.0% | 66.4%-36.4pp | 72.9%-42.9pp | 67.6%-37.6pp |
| Annual return | 10.14% | 18.28%-8.1pp | 3512.12%-3502.0pp | 35.59%-25.5pp |
| Employer contribution / active EE | $460 | $2,020-77.2% | $2,731-83.2% | $2,755-83.3% |
| Participant deferral / active EE | $3,242 | $2,924+10.9% | $4,000-19.0% | $4,296-24.5% |
| Admin fee / account holder | $5,878 | $3,681+59.7% | $3,998+47.0% | $6,918-15.0% |