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 | $18,474 | $91,190-79.7% | $178,490-89.6% | $79,858-76.9% |
| Participation rate | 59.1% | 69.2%-10.1pp | 81.9%-22.8pp | 69.6%-10.5pp |
| Annual return | 4.68% | 24.19%-19.5pp | 151.07%-146.4pp | 31.71%-27.0pp |
| Employer contribution / active EE | $835 | $3,256-74.3% | $5,011-83.3% | $2,471-66.2% |
| Participant deferral / active EE | $1,938 | $3,236-40.1% | $5,202-62.7% | $3,740-48.2% |
| Admin fee / account holder | $7,679 | $6,751+13.7% | $13,984-45.1% | $5,306+44.7% |