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 | $25,071 | $85,202-70.6% | $172,739-85.5% | $72,985-65.6% |
| Participation rate | 28.1% | 70.1%-41.9pp | 82.6%-54.5pp | 69.5%-41.4pp |
| Annual return | 8.00% | 27.32%-19.3pp | 802.84%-794.8pp | 81.00%-73.0pp |
| Employer contribution / active EE | $420 | $3,324-87.4% | $5,143-91.8% | $2,440-82.8% |
| Participant deferral / active EE | $1,034 | $3,260-68.3% | $5,198-80.1% | $3,607-71.3% |
| Admin fee / account holder | $436 | $5,884-92.6% | $13,954-96.9% | $5,124-91.5% |