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 | $15,760 | $84,233-81.3% | $170,442-90.8% | $70,131-77.5% |
| Participation rate | 35.7% | 70.8%-35.1pp | 83.6%-47.9pp | 69.5%-33.8pp |
| Annual return | 9.46% | 23.06%-13.6pp | 205.93%-196.5pp | 73.14%-63.7pp |
| Employer contribution / active EE | $553 | $3,387-83.7% | $5,433-89.8% | $2,342-76.4% |
| Participant deferral / active EE | $1,327 | $3,086-57.0% | $4,939-73.1% | $3,332-60.2% |
| Admin fee / account holder | $1,867 | $5,698-67.2% | $13,880-86.6% | $4,645-59.8% |