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 | $48,795-59.8% | $65,493-70.0% | $84,808-76.9% |
| Participation rate | 57.4% | 67.0%-9.6pp | 73.1%-15.7pp | 68.3%-10.9pp |
| Annual return | 10.45% | 20.20%-9.7pp | 982.45%-972.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $479 | $1,930-75.2% | $2,574-81.4% | $2,631-81.8% |
| Participant deferral / active EE | $2,067 | $2,928-29.4% | $3,961-47.8% | $4,212-50.9% |
| Admin fee / account holder | $4,089 | $3,877+5.5% | $5,028-18.7% | $7,344-44.3% |