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 | $28,430 | $54,541-47.9% | $78,778-63.9% | $70,131-59.5% |
| Participation rate | 27.5% | 60.8%-33.3pp | 69.2%-41.7pp | 69.5%-42.1pp |
| Annual return | 7.30% | 21.07%-13.8pp | 35.62%-28.3pp | 73.14%-65.8pp |
| Employer contribution / active EE | $262 | $1,089-75.9% | $1,986-86.8% | $2,342-88.8% |
| Participant deferral / active EE | $1,729 | $2,210-21.8% | $2,958-41.6% | $3,332-48.1% |
| Admin fee / account holder | $15,995 | $3,709+331.3% | $5,134+211.6% | $4,645+244.3% |