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 | $38,380 | $54,541-29.6% | $78,778-51.3% | $70,131-45.3% |
| Participation rate | 22.2% | 60.8%-38.6pp | 69.2%-47.0pp | 69.5%-47.3pp |
| Annual return | 11.09% | 21.07%-10.0pp | 35.62%-24.5pp | 73.14%-62.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,186 | $2,210-46.3% | $2,958-59.9% | $3,332-64.4% |
| Admin fee / account holder | $17,772 | $3,709+379.2% | $5,134+246.2% | $4,645+282.6% |