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 | $23,931 | $85,202-71.9% | $172,739-86.1% | $72,985-67.2% |
| Participation rate | 62.5% | 70.1%-7.6pp | 82.6%-20.1pp | 69.5%-7.0pp |
| Annual return | 5.63% | 27.32%-21.7pp | 802.84%-797.2pp | 81.00%-75.4pp |
| Employer contribution / active EE | $663 | $3,324-80.1% | $5,143-87.1% | $2,440-72.8% |
| Participant deferral / active EE | $1,235 | $3,260-62.1% | $5,198-76.2% | $3,607-65.8% |
| Admin fee / account holder | $686 | $5,884-88.3% | $13,954-95.1% | $5,124-86.6% |