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 | $19,111 | $77,899-75.5% | $149,673-87.2% | $75,163-74.6% |
| Participation rate | 47.8% | 65.6%-17.8pp | 78.8%-31.0pp | 67.2%-19.4pp |
| Annual return | 5.43% | 31.72%-26.3pp | 134.42%-129.0pp | 160.62%-155.2pp |
| Employer contribution / active EE | $853 | $3,137-72.8% | $4,818-82.3% | $2,670-68.0% |
| Participant deferral / active EE | $917 | $3,411-73.1% | $5,680-83.9% | $4,125-77.8% |
| Admin fee / account holder | $1,693 | $5,956-71.6% | $13,210-87.2% | $5,651-70.0% |