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 | $10,142 | $77,899-87.0% | $149,673-93.2% | $75,163-86.5% |
| Participation rate | 58.8% | 65.6%-6.8pp | 78.8%-19.9pp | 67.2%-8.4pp |
| Annual return | 11.10% | 31.72%-20.6pp | 134.42%-123.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $747 | $3,137-76.2% | $4,818-84.5% | $2,670-72.0% |
| Participant deferral / active EE | $982 | $3,411-71.2% | $5,680-82.7% | $4,125-76.2% |
| Admin fee / account holder | $1,703 | $5,956-71.4% | $13,210-87.1% | $5,651-69.9% |