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 | $16,978 | $56,484-69.9% | $169,463-90.0% | $64,186-73.5% |
| Participation rate | 59.4% | 64.5%-5.2pp | 77.8%-18.4pp | 69.6%-10.2pp |
| Annual return | -9.82% | -1.55%-8.3pp | 1.83%-11.7pp | 7.63%-17.5pp |
| Employer contribution / active EE | $702 | $1,832-61.7% | $4,159-83.1% | $2,381-70.5% |
| Participant deferral / active EE | $1,706 | $3,448-50.5% | $5,277-67.7% | $3,470-50.8% |
| Admin fee / account holder | $781 | $4,174-81.3% | $9,109-91.4% | $4,888-84.0% |