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 | $16,584 | $38,365-56.8% | $84,611-80.4% | $65,185-74.6% |
| Participation rate | 68.1% | 55.7%+12.5pp | 68.2%-0.1pp | 70.2%-2.1pp |
| Annual return | 15.46% | 32.00%-16.5pp | 258.74%-243.3pp | 29.38%-13.9pp |
| Employer contribution / active EE | $587 | $1,258-53.4% | $2,652-77.9% | $2,177-73.0% |
| Participant deferral / active EE | $2,180 | $2,278-4.3% | $3,899-44.1% | $3,514-38.0% |
| Admin fee / account holder | $1,175 | $451+160.3% | $4,912-76.1% | $847+38.7% |