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 | $19,621 | $47,479-58.7% | $62,929-68.8% | $82,448-76.2% |
| Participation rate | 57.4% | 66.9%-9.5pp | 73.1%-15.7pp | 68.1%-10.7pp |
| Annual return | 10.45% | 20.34%-9.9pp | 1063.93%-1053.5pp | 41.64%-31.2pp |
| Employer contribution / active EE | $479 | $1,885-74.6% | $2,505-80.9% | $2,551-81.2% |
| Participant deferral / active EE | $2,067 | $2,870-28.0% | $3,888-46.8% | $4,139-50.1% |
| Admin fee / account holder | $4,089 | $3,804+7.5% | $5,065-19.3% | $7,234-43.5% |