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 | $32,313 | $91,190-64.6% | $178,490-81.9% | $79,858-59.5% |
| Participation rate | 40.2% | 69.2%-29.0pp | 81.9%-41.7pp | 69.6%-29.4pp |
| Annual return | 3.56% | 24.19%-20.6pp | 151.07%-147.5pp | 31.71%-28.2pp |
| Employer contribution / active EE | $394 | $3,256-87.9% | $5,011-92.1% | $2,471-84.1% |
| Participant deferral / active EE | $1,271 | $3,236-60.7% | $5,202-75.6% | $3,740-66.0% |
| Admin fee / account holder | $9,289 | $6,751+37.6% | $13,984-33.6% | $5,306+75.1% |