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 | $27,752 | $63,346-56.2% | $92,233-69.9% | $70,131-60.4% |
| Participation rate | 25.0% | 68.7%-43.7pp | 76.5%-51.5pp | 69.5%-44.5pp |
| Annual return | 9.11% | 530.12%-521.0pp | 176.28%-167.2pp | 73.14%-64.0pp |
| Employer contribution / active EE | $649 | $2,471-73.7% | $3,679-82.3% | $2,342-72.3% |
| Participant deferral / active EE | $1,357 | $2,854-52.5% | $3,897-65.2% | $3,332-59.3% |
| Admin fee / account holder | $1,169 | $3,840-69.6% | $5,194-77.5% | $4,645-74.8% |