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 | $29,297 | $85,202-65.6% | $172,739-83.0% | $72,985-59.9% |
| Participation rate | 47.9% | 70.1%-22.1pp | 82.6%-34.7pp | 69.5%-21.5pp |
| Annual return | 6.46% | 27.32%-20.9pp | 802.84%-796.4pp | 81.00%-74.5pp |
| Employer contribution / active EE | $987 | $3,324-70.3% | $5,143-80.8% | $2,440-59.5% |
| Participant deferral / active EE | $1,070 | $3,260-67.2% | $5,198-79.4% | $3,607-70.3% |
| Admin fee / account holder | $1,322 | $5,884-77.5% | $13,954-90.5% | $5,124-74.2% |