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 | $26,042 | $127,264-79.5% | $109,895-76.3% | $167,490-84.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.2%-34.2pp | 82.1%-42.1pp |
| Annual return | 2.03% | 22.97%-20.9pp | 29.45%-27.4pp | 478.56%-476.5pp |
| Employer contribution / active EE | $700 | $3,322-78.9% | $2,842-75.4% | $4,837-85.5% |
| Participant deferral / active EE | $4,085 | $4,514-9.5% | $4,048+0.9% | $6,341-35.6% |
| Admin fee / account holder | $43,238 | $7,114+507.8% | $6,066+612.8% | $12,309+251.3% |