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 | $19,940 | $91,190-78.1% | $178,490-88.8% | $79,858-75.0% |
| Participation rate | 50.9% | 69.2%-18.3pp | 81.9%-31.0pp | 69.6%-18.8pp |
| Annual return | 9.48% | 24.19%-14.7pp | 151.07%-141.6pp | 31.71%-22.2pp |
| Employer contribution / active EE | $895 | $3,256-72.5% | $5,011-82.1% | $2,471-63.8% |
| Participant deferral / active EE | $1,179 | $3,236-63.6% | $5,202-77.3% | $3,740-68.5% |
| Admin fee / account holder | $3,885 | $6,751-42.5% | $13,984-72.2% | $5,306-26.8% |