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 | $20,591 | $61,789-66.7% | $97,167-78.8% | $80,874-74.5% |
| Participation rate | 38.6% | 63.5%-24.9pp | 72.7%-34.0pp | 67.6%-29.0pp |
| Annual return | 9.64% | -557.90%+567.5pp | 75.27%-65.6pp | 35.62%-26.0pp |
| Employer contribution / active EE | $453 | $1,837-75.3% | $2,729-83.4% | $2,756-83.6% |
| Participant deferral / active EE | $2,683 | $3,028-11.4% | $4,264-37.1% | $4,297-37.6% |
| Admin fee / account holder | $5,805 | $5,168+12.3% | $5,650+2.7% | $6,935-16.3% |