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 | $31,052 | $60,124-48.4% | $90,404-65.7% | $79,858-61.1% |
| Participation rate | 33.7% | 65.0%-31.3pp | 72.7%-39.0pp | 69.6%-35.9pp |
| Annual return | 4.36% | 71.94%-67.6pp | 1293.02%-1288.7pp | 31.71%-27.4pp |
| Employer contribution / active EE | $442 | $2,068-78.6% | $3,262-86.4% | $2,471-82.1% |
| Participant deferral / active EE | $913 | $2,938-68.9% | $3,963-77.0% | $3,740-75.6% |
| Admin fee / account holder | $2,878 | $3,976-27.6% | $5,611-48.7% | $5,306-45.8% |