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 | $21,848 | $29,660-26.3% | $56,411-61.3% | $80,856-73.0% |
| Participation rate | 26.8% | 41.6%-14.8pp | 52.5%-25.6pp | 67.6%-40.8pp |
| Annual return | 10.50% | 35.23%-24.7pp | 1701.33%-1690.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $129 | $669-80.7% | $1,039-87.6% | $2,755-95.3% |
| Participant deferral / active EE | $681 | $1,226-44.4% | $1,952-65.1% | $4,296-84.1% |
| Admin fee / account holder | $1,550 | $2,428-36.2% | $2,829-45.2% | $6,918-77.6% |