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 | $17,621 | $85,202-79.3% | $172,739-89.8% | $72,985-75.9% |
| Participation rate | 34.2% | 70.1%-35.9pp | 82.6%-48.4pp | 69.5%-35.3pp |
| Annual return | 2.68% | 27.32%-24.6pp | 802.84%-800.2pp | 81.00%-78.3pp |
| Employer contribution / active EE | $424 | $3,324-87.3% | $5,143-91.8% | $2,440-82.6% |
| Participant deferral / active EE | $1,402 | $3,260-57.0% | $5,198-73.0% | $3,607-61.1% |
| Admin fee / account holder | $1,512 | $5,884-74.3% | $13,954-89.2% | $5,124-70.5% |