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 5-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 | $16,353 | $48,795-66.5% | $65,493-75.0% | $84,808-80.7% |
| Participation rate | 36.9% | 67.0%-30.1pp | 73.1%-36.2pp | 68.3%-31.4pp |
| Annual return | 10.87% | 20.20%-9.3pp | 982.45%-971.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $589 | $1,930-69.5% | $2,574-77.1% | $2,631-77.6% |
| Participant deferral / active EE | $1,190 | $2,928-59.4% | $3,961-70.0% | $4,212-71.7% |
| Admin fee / account holder | $1,640 | $3,877-57.7% | $5,028-67.4% | $7,344-77.7% |