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 | $19,467 | $65,409-70.2% | $98,442-80.2% | $85,850-77.3% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.3%-6.7pp | 69.3%-2.6pp |
| Annual return | 6.36% | 21.76%-15.4pp | 1492.73%-1486.4pp | 318.53%-312.2pp |
| Employer contribution / active EE | $1,180 | $2,168-45.6% | $2,960-60.1% | $2,565-54.0% |
| Participant deferral / active EE | $1,399 | $3,166-55.8% | $4,276-67.3% | $3,952-64.6% |
| Admin fee / account holder | $3,624 | $4,593-21.1% | $5,949-39.1% | $6,260-42.1% |