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 | $19,266 | $56,053-65.6% | $75,972-74.6% | $80,856-76.2% |
| Participation rate | 52.8% | 62.0%-9.3pp | 69.1%-16.3pp | 67.6%-14.9pp |
| Annual return | 8.12% | 20.53%-12.4pp | 359.55%-351.4pp | 35.59%-27.5pp |
| Employer contribution / active EE | $731 | $1,874-61.0% | $2,685-72.8% | $2,755-73.5% |
| Participant deferral / active EE | $1,072 | $3,052-64.9% | $4,255-74.8% | $4,296-75.0% |
| Admin fee / account holder | $11,229 | $5,234+114.6% | $6,467+73.6% | $6,918+62.3% |