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 | $23,416 | $118,680-80.3% | $98,907-76.3% | $158,922-85.3% |
| Participation rate | 47.8% | 77.8%-30.0pp | 76.0%-28.2pp | 82.0%-34.1pp |
| Annual return | 0.52% | 372.35%-371.8pp | 196.43%-195.9pp | 302.83%-302.3pp |
| Employer contribution / active EE | $678 | $3,333-79.6% | $2,689-74.8% | $4,761-85.8% |
| Participant deferral / active EE | $1,938 | $5,088-61.9% | $4,244-54.3% | $5,982-67.6% |
| Admin fee / account holder | $5,063 | $10,131-50.0% | $6,642-23.8% | $11,246-55.0% |