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 | $17,442 | $22,587-22.8% | $65,255-73.3% | $75,163-76.8% |
| Participation rate | 26.5% | 63.1%-36.6pp | 65.0%-38.5pp | 67.2%-40.7pp |
| Annual return | 13.86% | 71.03%-57.2pp | 47.35%-33.5pp | 160.62%-146.8pp |
| Employer contribution / active EE | $618 | $941-34.3% | $1,691-63.4% | $2,670-76.8% |
| Participant deferral / active EE | $834 | $1,695-50.8% | $2,831-70.5% | $4,125-79.8% |
| Admin fee / account holder | $3,377 | $1,876+80.0% | $4,112-17.9% | $5,651-40.2% |