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 | $41,669 | $83,902-50.3% | $167,512-75.1% | $84,808-50.9% |
| Participation rate | 40.3% | 66.5%-26.2pp | 77.1%-36.8pp | 68.3%-28.1pp |
| Annual return | 12.40% | 91.55%-79.1pp | 1615.79%-1603.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $783 | $2,264-65.4% | $3,882-79.8% | $2,631-70.2% |
| Participant deferral / active EE | $1,945 | $4,442-56.2% | $6,405-69.6% | $4,212-53.8% |
| Admin fee / account holder | $9,207 | $7,915+16.3% | $9,769-5.8% | $7,344+25.4% |