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 | $14,355 | $52,353-72.6% | $120,225-88.1% | $82,448-82.6% |
| Participation rate | 51.4% | 58.3%-7.0pp | 69.6%-18.2pp | 68.1%-16.7pp |
| Annual return | 13.00% | 61.85%-48.8pp | 439.23%-426.2pp | 41.64%-28.6pp |
| Employer contribution / active EE | $801 | $1,510-47.0% | $3,475-77.0% | $2,551-68.6% |
| Participant deferral / active EE | $1,913 | $2,627-27.2% | $3,999-52.2% | $4,139-53.8% |
| Admin fee / account holder | $946 | $4,363-78.3% | $5,696-83.4% | $7,234-86.9% |