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 | $20,849 | $77,634-73.1% | $156,549-86.7% | $62,891-66.8% |
| Participation rate | 50.0% | 71.2%-21.2pp | 84.0%-34.0pp | 69.3%-19.3pp |
| Annual return | 1.60% | 50.32%-48.7pp | 32.23%-30.6pp | 20.14%-18.5pp |
| Employer contribution / active EE | $526 | $3,444-84.7% | $5,501-90.4% | $2,281-76.9% |
| Participant deferral / active EE | $2,274 | $3,045-25.3% | $4,871-53.3% | $3,203-29.0% |
| Admin fee / account holder | $1,910 | $5,561-65.6% | $13,027-85.3% | $4,296-55.5% |