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 | $19,695 | $48,046-59.0% | $84,611-76.7% | $72,985-73.0% |
| Participation rate | 48.5% | 57.6%-9.1pp | 68.2%-19.7pp | 69.5%-21.0pp |
| Annual return | 5.01% | 37.38%-32.4pp | 258.74%-253.7pp | 81.00%-76.0pp |
| Employer contribution / active EE | $1,434 | $1,602-10.5% | $2,652-45.9% | $2,440-41.2% |
| Participant deferral / active EE | $1,434 | $2,680-46.5% | $3,899-63.2% | $3,607-60.2% |
| Admin fee / account holder | $919 | $3,395-72.9% | $4,912-81.3% | $5,124-82.1% |