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 | $44,183 | $53,127-16.8% | $86,590-49.0% | $70,131-37.0% |
| Participation rate | 60.3% | 65.3%-5.0pp | 73.5%-13.2pp | 69.5%-9.2pp |
| Annual return | 8.66% | 27.66%-19.0pp | 964.84%-956.2pp | 73.14%-64.5pp |
| Employer contribution / active EE | $586 | $2,068-71.7% | $2,839-79.4% | $2,342-75.0% |
| Participant deferral / active EE | $1,052 | $2,696-61.0% | $3,609-70.9% | $3,332-68.4% |
| Admin fee / account holder | $13,357 | $3,585+272.5% | $4,906+172.3% | $4,645+187.5% |