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 | $19,186 | $91,190-79.0% | $178,490-89.3% | $79,858-76.0% |
| Participation rate | 37.3% | 69.2%-31.9pp | 81.9%-44.7pp | 69.6%-32.4pp |
| Annual return | 8.53% | 24.19%-15.7pp | 151.07%-142.5pp | 31.71%-23.2pp |
| Employer contribution / active EE | $622 | $3,256-80.9% | $5,011-87.6% | $2,471-74.8% |
| Participant deferral / active EE | $990 | $3,236-69.4% | $5,202-81.0% | $3,740-73.5% |
| Admin fee / account holder | $3,276 | $6,751-51.5% | $13,984-76.6% | $5,306-38.3% |