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 | $21,733 | $39,122-44.4% | $57,179-62.0% | $62,891-65.4% |
| Participation rate | 51.9% | 70.5%-18.7pp | 75.3%-23.5pp | 69.3%-17.5pp |
| Annual return | 0.14% | 9.23%-9.1pp | 14.59%-14.4pp | 20.14%-20.0pp |
| Employer contribution / active EE | $1,453 | $1,874-22.5% | $2,682-45.8% | $2,281-36.3% |
| Participant deferral / active EE | $840 | $2,374-64.6% | $3,096-72.9% | $3,203-73.8% |
| Admin fee / account holder | $3,206 | $2,592+23.7% | $3,139+2.1% | $4,296-25.4% |