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 | $17,798 | $53,127-66.5% | $86,590-79.4% | $70,131-74.6% |
| Participation rate | 56.5% | 65.3%-8.9pp | 73.5%-17.1pp | 69.5%-13.1pp |
| Annual return | 10.46% | 27.66%-17.2pp | 964.84%-954.4pp | 73.14%-62.7pp |
| Employer contribution / active EE | $367 | $2,068-82.3% | $2,839-87.1% | $2,342-84.3% |
| Participant deferral / active EE | $1,818 | $2,696-32.6% | $3,609-49.6% | $3,332-45.4% |
| Admin fee / account holder | $2,995 | $3,585-16.5% | $4,906-39.0% | $4,645-35.5% |