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 | $16,430 | $41,078-60.0% | $80,569-79.6% | $71,457-77.0% |
| Participation rate | 30.5% | 50.2%-19.8pp | 67.0%-36.5pp | 67.9%-37.5pp |
| Annual return | 13.45% | 38.45%-25.0pp | 935.43%-922.0pp | 28.85%-15.4pp |
| Employer contribution / active EE | $281 | $1,506-81.3% | $2,723-89.7% | $2,588-89.1% |
| Participant deferral / active EE | $941 | $2,699-65.1% | $4,447-78.8% | $4,289-78.1% |
| Admin fee / account holder | $1,006 | $1,840-45.3% | $5,377-81.3% | $1,587-36.6% |