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 | $22,343 | $29,319-23.8% | $52,425-57.4% | $82,448-72.9% |
| Participation rate | 41.5% | 46.9%-5.4pp | 55.6%-14.2pp | 68.1%-26.6pp |
| Annual return | 11.18% | 535.20%-524.0pp | 302.12%-290.9pp | 41.64%-30.5pp |
| Employer contribution / active EE | $300 | $586-48.8% | $914-67.2% | $2,551-88.2% |
| Participant deferral / active EE | $1,058 | $1,171-9.6% | $1,790-40.9% | $4,139-74.4% |
| Admin fee / account holder | $2,447 | $1,962+24.7% | $2,495-1.9% | $7,234-66.2% |