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 | $17,531 | $85,202-79.4% | $172,739-89.9% | $72,985-76.0% |
| Participation rate | 56.9% | 70.1%-13.2pp | 82.6%-25.7pp | 69.5%-12.6pp |
| Annual return | 13.12% | 27.32%-14.2pp | 802.84%-789.7pp | 81.00%-67.9pp |
| Employer contribution / active EE | $915 | $3,324-72.5% | $5,143-82.2% | $2,440-62.5% |
| Participant deferral / active EE | $984 | $3,260-69.8% | $5,198-81.1% | $3,607-72.7% |
| Admin fee / account holder | $4,873 | $5,884-17.2% | $13,954-65.1% | $5,124-4.9% |