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 | $29,781 | $80,717-63.1% | $154,803-80.8% | $84,808-64.9% |
| Participation rate | 23.1% | 66.8%-43.7pp | 78.1%-55.0pp | 68.3%-45.2pp |
| Annual return | 4.76% | 37.96%-33.2pp | 58.88%-54.1pp | 40.90%-36.1pp |
| Employer contribution / active EE | $635 | $2,761-77.0% | $4,305-85.2% | $2,631-75.9% |
| Participant deferral / active EE | $1,874 | $3,303-43.3% | $5,540-66.2% | $4,212-55.5% |
| Admin fee / account holder | $28,842 | $6,746+327.6% | $14,329+101.3% | $7,344+292.7% |