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 | $10,622 | $48,230-78.0% | $67,502-84.3% | $80,856-86.9% |
| Participation rate | 27.6% | 66.4%-38.8pp | 72.9%-45.3pp | 67.6%-40.1pp |
| Annual return | 7.34% | 18.28%-10.9pp | 3512.12%-3504.8pp | 35.59%-28.3pp |
| Employer contribution / active EE | $750 | $2,020-62.9% | $2,731-72.5% | $2,755-72.8% |
| Participant deferral / active EE | $1,178 | $2,924-59.7% | $4,000-70.6% | $4,296-72.6% |
| Admin fee / account holder | $2,915 | $3,681-20.8% | $3,998-27.1% | $6,918-57.9% |