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 | $29,910 | $84,233-64.5% | $170,442-82.5% | $70,131-57.4% |
| Participation rate | 54.5% | 70.8%-16.3pp | 83.6%-29.1pp | 69.5%-15.0pp |
| Annual return | 11.42% | 23.06%-11.6pp | 205.93%-194.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $471 | $3,387-86.1% | $5,433-91.3% | $2,342-79.9% |
| Participant deferral / active EE | $1,185 | $3,086-61.6% | $4,939-76.0% | $3,332-64.4% |
| Admin fee / account holder | $4,241 | $5,698-25.6% | $13,880-69.4% | $4,645-8.7% |