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 | $20,306 | $77,634-73.8% | $156,549-87.0% | $62,891-67.7% |
| Participation rate | 40.5% | 71.2%-30.7pp | 84.0%-43.5pp | 69.3%-28.8pp |
| Annual return | 1.16% | 50.32%-49.2pp | 32.23%-31.1pp | 20.14%-19.0pp |
| Employer contribution / active EE | $870 | $3,444-74.7% | $5,501-84.2% | $2,281-61.9% |
| Participant deferral / active EE | $1,391 | $3,045-54.3% | $4,871-71.5% | $3,203-56.6% |
| Admin fee / account holder | $1,049 | $5,561-81.1% | $13,027-91.9% | $4,296-75.6% |