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 | $20,733 | $66,402-68.8% | $109,895-81.1% | $85,850-75.8% |
| Participation rate | 40.0% | 63.9%-23.9pp | 74.2%-34.2pp | 69.3%-29.3pp |
| Annual return | 10.16% | 19.59%-9.4pp | 29.45%-19.3pp | 318.53%-308.4pp |
| Employer contribution / active EE | $558 | $1,687-66.9% | $2,842-80.4% | $2,565-78.3% |
| Participant deferral / active EE | $1,291 | $2,842-54.6% | $4,048-68.1% | $3,952-67.3% |
| Admin fee / account holder | $3,319 | $4,557-27.2% | $6,066-45.3% | $6,260-47.0% |