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 | $26,702 | $77,164-65.4% | $178,014-85.0% | $80,874-67.0% |
| Participation rate | 50.8% | 65.7%-14.9pp | 77.1%-26.3pp | 67.6%-16.9pp |
| Annual return | 10.28% | 18.09%-7.8pp | 294.80%-284.5pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,056 | $2,288-53.8% | $3,950-73.3% | $2,756-61.7% |
| Participant deferral / active EE | $2,309 | $4,408-47.6% | $6,276-63.2% | $4,297-46.3% |
| Admin fee / account holder | $5,122 | $7,164-28.5% | $10,362-50.6% | $6,935-26.2% |