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 7-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 | $12,460 | $60,022-79.2% | $88,946-86.0% | $84,808-85.3% |
| Participation rate | 33.3% | 57.8%-24.5pp | 68.8%-35.5pp | 68.3%-35.0pp |
| Annual return | 11.90% | 22.43%-10.5pp | 57.82%-45.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $682 | $1,703-60.0% | $2,555-73.3% | $2,631-74.1% |
| Participant deferral / active EE | $940 | $3,114-69.8% | $4,581-79.5% | $4,212-77.7% |
| Admin fee / account holder | $12,557 | $4,811+161.0% | $8,261+52.0% | $7,344+71.0% |