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 | $18,000 | $54,762-67.1% | $90,281-80.1% | $72,985-75.3% |
| Participation rate | 66.7% | 65.1%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 0.11% | 30.63%-30.5pp | 78.10%-78.0pp | 81.00%-80.9pp |
| Employer contribution / active EE | $976 | $2,092-53.4% | $2,854-65.8% | $2,440-60.0% |
| Participant deferral / active EE | $1,068 | $2,887-63.0% | $3,885-72.5% | $3,607-70.4% |
| Admin fee / account holder | $2,512 | $3,972-36.8% | $5,351-53.1% | $5,124-51.0% |