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 | $13,523 | $37,426-63.9% | $77,482-82.5% | $79,858-83.1% |
| Participation rate | 29.5% | 41.5%-12.0pp | 54.2%-24.6pp | 69.6%-40.1pp |
| Annual return | 7.48% | 39.70%-32.2pp | 54.79%-47.3pp | 31.71%-24.2pp |
| Employer contribution / active EE | $260 | $637-59.2% | $986-73.7% | $2,471-89.5% |
| Participant deferral / active EE | $425 | $1,260-66.2% | $1,861-77.2% | $3,740-88.6% |
| Admin fee / account holder | $4,679 | $2,504+86.8% | $2,858+63.7% | $5,306-11.8% |