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 | $22,470 | $65,365-65.6% | $92,893-75.8% | $72,985-69.2% |
| Participation rate | 43.4% | 68.3%-24.9pp | 76.0%-32.6pp | 69.5%-26.1pp |
| Annual return | 6.78% | 42.10%-35.3pp | 109.41%-102.6pp | 81.00%-74.2pp |
| Employer contribution / active EE | $635 | $2,594-75.5% | $3,653-82.6% | $2,440-74.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,587 | $4,251+31.4% | $5,794-3.6% | $5,124+9.0% |