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 9-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 | $13,313 | $45,035-70.4% | $62,995-78.9% | $70,131-81.0% |
| Participation rate | 52.5% | 69.5%-17.0pp | 74.8%-22.3pp | 69.5%-17.0pp |
| Annual return | 7.44% | 18.76%-11.3pp | 87.57%-80.1pp | 73.14%-65.7pp |
| Employer contribution / active EE | $582 | $2,051-71.6% | $2,759-78.9% | $2,342-75.2% |
| Participant deferral / active EE | $1,537 | $2,465-37.6% | $3,329-53.8% | $3,332-53.9% |
| Admin fee / account holder | $1,516 | $2,834-46.5% | $3,600-57.9% | $4,645-67.4% |