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 | $13,998 | $93,071-85.0% | $74,583-81.2% | $273,961-94.9% |
| Participation rate | 42.9% | 74.9%-32.1pp | 68.1%-25.3pp | 83.0%-40.2pp |
| Annual return | 0.40% | 26.18%-25.8pp | 20.47%-20.1pp | 41.45%-41.0pp |
| Employer contribution / active EE | $2,790 | $3,160-11.7% | $2,525+10.5% | $4,869-42.7% |
| Participant deferral / active EE | $8,793 | $4,160+111.4% | $3,458+154.3% | $5,287+66.3% |
| Admin fee / account holder | $307 | $5,272-94.2% | $4,138-92.6% | $10,132-97.0% |