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 | $21,239 | $65,365-67.5% | $92,893-77.1% | $72,985-70.9% |
| Participation rate | 63.6% | 68.3%-4.7pp | 76.0%-12.4pp | 69.5%-5.8pp |
| Annual return | 16.01% | 42.10%-26.1pp | 109.41%-93.4pp | 81.00%-65.0pp |
| Employer contribution / active EE | $957 | $2,594-63.1% | $3,653-73.8% | $2,440-60.8% |
| Participant deferral / active EE | $1,400 | $3,128-55.2% | $4,236-67.0% | $3,607-61.2% |
| Admin fee / account holder | $491 | $4,251-88.5% | $5,794-91.5% | $5,124-90.4% |