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 | $53,516-73.2% | $126,539-88.7% | $84,808-83.1% |
| Participation rate | 51.4% | 58.2%-6.9pp | 69.8%-18.5pp | 68.3%-17.0pp |
| Annual return | 13.00% | 58.34%-45.3pp | 425.95%-412.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $801 | $1,535-47.8% | $3,674-78.2% | $2,631-69.6% |
| Participant deferral / active EE | $1,913 | $2,671-28.4% | $4,083-53.2% | $4,212-54.6% |
| Admin fee / account holder | $946 | $4,497-79.0% | $6,065-84.4% | $7,344-87.1% |