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 | $21,560 | $85,202-74.7% | $172,739-87.5% | $72,985-70.5% |
| Participation rate | 61.3% | 70.1%-8.8pp | 82.6%-21.4pp | 69.5%-8.2pp |
| Annual return | 5.15% | 27.32%-22.2pp | 802.84%-797.7pp | 81.00%-75.9pp |
| Employer contribution / active EE | $933 | $3,324-71.9% | $5,143-81.9% | $2,440-61.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,061 | $5,884-65.0% | $13,954-85.2% | $5,124-59.8% |