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 | $24,383 | $91,190-73.3% | $178,490-86.3% | $79,858-69.5% |
| Participation rate | 58.1% | 69.2%-11.1pp | 81.9%-23.8pp | 69.6%-11.5pp |
| Annual return | 5.13% | 24.19%-19.1pp | 151.07%-145.9pp | 31.71%-26.6pp |
| Employer contribution / active EE | $588 | $3,256-81.9% | $5,011-88.3% | $2,471-76.2% |
| Participant deferral / active EE | $1,193 | $3,236-63.1% | $5,202-77.1% | $3,740-68.1% |
| Admin fee / account holder | $809 | $6,751-88.0% | $13,984-94.2% | $5,306-84.8% |