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 | $18,168 | $52,681-65.5% | $75,781-76.0% | $59,632-69.5% |
| Participation rate | 26.1% | 67.2%-41.1pp | 75.8%-49.7pp | 68.7%-42.5pp |
| Annual return | -3.75% | 2.95%-6.7pp | 9.68%-13.4pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $767 | $2,193-65.0% | $3,323-76.9% | $2,203-65.2% |
| Participant deferral / active EE | $1,055 | $2,591-59.3% | $3,651-71.1% | $3,192-66.9% |
| Admin fee / account holder | $333 | $3,610-90.8% | $5,299-93.7% | $4,297-92.2% |