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 | $14,272 | $60,124-76.3% | $90,404-84.2% | $79,858-82.1% |
| Participation rate | 54.8% | 65.0%-10.1pp | 72.7%-17.8pp | 69.6%-14.8pp |
| Annual return | 1.78% | 71.94%-70.2pp | 1293.02%-1291.2pp | 31.71%-29.9pp |
| Employer contribution / active EE | $486 | $2,068-76.5% | $3,262-85.1% | $2,471-80.3% |
| Participant deferral / active EE | $1,036 | $2,938-64.7% | $3,963-73.9% | $3,740-72.3% |
| Admin fee / account holder | $1,205 | $3,976-69.7% | $5,611-78.5% | $5,306-77.3% |