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 | $34,014 | $85,202-60.1% | $172,739-80.3% | $72,985-53.4% |
| Participation rate | 48.6% | 70.1%-21.5pp | 82.6%-34.1pp | 69.5%-20.9pp |
| Annual return | 4.60% | 27.32%-22.7pp | 802.84%-798.2pp | 81.00%-76.4pp |
| Employer contribution / active EE | $718 | $3,324-78.4% | $5,143-86.0% | $2,440-70.6% |
| Participant deferral / active EE | $1,381 | $3,260-57.7% | $5,198-73.4% | $3,607-61.7% |
| Admin fee / account holder | $10,548 | $5,884+79.3% | $13,954-24.4% | $5,124+105.8% |