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 | $21,625 | $91,190-76.3% | $178,490-87.9% | $79,858-72.9% |
| Participation rate | 47.7% | 69.2%-21.5pp | 81.9%-34.2pp | 69.6%-21.9pp |
| Annual return | 7.58% | 24.19%-16.6pp | 151.07%-143.5pp | 31.71%-24.1pp |
| Employer contribution / active EE | $971 | $3,256-70.2% | $5,011-80.6% | $2,471-60.7% |
| Participant deferral / active EE | $1,131 | $3,236-65.1% | $5,202-78.3% | $3,740-69.8% |
| Admin fee / account holder | $1,476 | $6,751-78.1% | $13,984-89.4% | $5,306-72.2% |