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 | $17,259 | $48,076-64.1% | $78,689-78.1% | $62,891-72.6% |
| Participation rate | 54.3% | 65.2%-10.9pp | 73.6%-19.3pp | 69.3%-15.0pp |
| Annual return | 3.46% | 31.35%-27.9pp | 62.18%-58.7pp | 20.14%-16.7pp |
| Employer contribution / active EE | $464 | $2,015-77.0% | $2,851-83.7% | $2,281-79.7% |
| Participant deferral / active EE | $1,067 | $2,588-58.8% | $3,517-69.7% | $3,203-66.7% |
| Admin fee / account holder | $4,022 | $3,207+25.4% | $4,510-10.8% | $4,296-6.4% |