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 | $18,892 | $56,053-66.3% | $75,972-75.1% | $80,856-76.6% |
| Participation rate | 27.5% | 62.0%-34.5pp | 69.1%-41.6pp | 67.6%-40.1pp |
| Annual return | 5.74% | 20.53%-14.8pp | 359.55%-353.8pp | 35.59%-29.9pp |
| Employer contribution / active EE | $823 | $1,874-56.1% | $2,685-69.3% | $2,755-70.1% |
| Participant deferral / active EE | $1,282 | $3,052-58.0% | $4,255-69.9% | $4,296-70.2% |
| Admin fee / account holder | $65,907 | $5,234+1159.3% | $6,467+919.2% | $6,918+852.7% |