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 | $22,664 | $27,915-18.8% | $58,482-61.2% | $75,163-69.8% |
| Participation rate | 26.8% | 38.8%-12.0pp | 50.9%-24.0pp | 67.2%-40.4pp |
| Annual return | 14.39% | 44.20%-29.8pp | 4239.32%-4224.9pp | 160.62%-146.2pp |
| Employer contribution / active EE | $466 | $669-30.3% | $1,053-55.7% | $2,670-82.5% |
| Participant deferral / active EE | $1,389 | $1,201+15.7% | $1,924-27.8% | $4,125-66.3% |
| Admin fee / account holder | $1,194 | $1,726-30.8% | $2,516-52.5% | $5,651-78.9% |