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 | $14,996 | $84,233-82.2% | $170,442-91.2% | $70,131-78.6% |
| Participation rate | 69.2% | 70.8%-1.6pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 4.75% | 23.06%-18.3pp | 205.93%-201.2pp | 73.14%-68.4pp |
| Employer contribution / active EE | $815 | $3,387-76.0% | $5,433-85.0% | $2,342-65.2% |
| Participant deferral / active EE | $1,142 | $3,086-63.0% | $4,939-76.9% | $3,332-65.7% |
| Admin fee / account holder | $9,187 | $5,698+61.2% | $13,880-33.8% | $4,645+97.8% |