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 | $29,436 | $91,190-67.7% | $178,490-83.5% | $79,858-63.1% |
| Participation rate | 42.9% | 69.2%-26.3pp | 81.9%-39.1pp | 69.6%-26.8pp |
| Annual return | 6.55% | 24.19%-17.6pp | 151.07%-144.5pp | 31.71%-25.2pp |
| Employer contribution / active EE | $493 | $3,256-84.9% | $5,011-90.2% | $2,471-80.0% |
| Participant deferral / active EE | $1,311 | $3,236-59.5% | $5,202-74.8% | $3,740-65.0% |
| Admin fee / account holder | $2,062 | $6,751-69.5% | $13,984-85.3% | $5,306-61.1% |