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 | $32,602 | $84,233-61.3% | $170,442-80.9% | $70,131-53.5% |
| Participation rate | 65.3% | 70.8%-5.5pp | 83.6%-18.3pp | 69.5%-4.2pp |
| Annual return | 11.68% | 23.06%-11.4pp | 205.93%-194.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $922 | $3,387-72.8% | $5,433-83.0% | $2,342-60.6% |
| Participant deferral / active EE | $1,852 | $3,086-40.0% | $4,939-62.5% | $3,332-44.4% |
| Admin fee / account holder | $467 | $5,698-91.8% | $13,880-96.6% | $4,645-90.0% |