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 | $16,708 | $81,233-79.4% | $155,567-89.3% | $80,874-79.3% |
| Participation rate | 57.9% | 66.2%-8.3pp | 78.2%-20.3pp | 67.6%-9.8pp |
| Annual return | 9.00% | 33.33%-24.3pp | 64.74%-55.7pp | 35.62%-26.6pp |
| Employer contribution / active EE | $757 | $3,101-75.6% | $4,674-83.8% | $2,756-72.5% |
| Participant deferral / active EE | $2,144 | $3,452-37.9% | $5,628-61.9% | $4,297-50.1% |
| Admin fee / account holder | $1,153 | $7,998-85.6% | $15,916-92.8% | $6,935-83.4% |