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 | $28,458 | $77,634-63.3% | $156,549-81.8% | $62,891-54.8% |
| Participation rate | 65.1% | 71.2%-6.1pp | 84.0%-19.0pp | 69.3%-4.2pp |
| Annual return | 1.58% | 50.32%-48.7pp | 32.23%-30.6pp | 20.14%-18.6pp |
| Employer contribution / active EE | $813 | $3,444-76.4% | $5,501-85.2% | $2,281-64.3% |
| Participant deferral / active EE | $1,971 | $3,045-35.3% | $4,871-59.5% | $3,203-38.5% |
| Admin fee / account holder | $9,563 | $5,561+72.0% | $13,027-26.6% | $4,296+122.6% |