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 | $27,824 | $66,402-58.1% | $109,895-74.7% | $85,850-67.6% |
| Participation rate | 42.9% | 63.9%-21.0pp | 74.2%-31.4pp | 69.3%-26.5pp |
| Annual return | 6.78% | 19.59%-12.8pp | 29.45%-22.7pp | 318.53%-311.8pp |
| Employer contribution / active EE | $710 | $1,687-57.9% | $2,842-75.0% | $2,565-72.3% |
| Participant deferral / active EE | $1,504 | $2,842-47.1% | $4,048-62.8% | $3,952-61.9% |
| Admin fee / account holder | $17,412 | $4,557+282.1% | $6,066+187.1% | $6,260+178.2% |