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 | $83,141 | $87,135-4.6% | $206,214-59.7% | $116,875-28.9% |
| Participation rate | 63.6% | 76.8%-13.2pp | 82.4%-18.7pp | 74.5%-10.9pp |
| Annual return | 12.82% | 22.51%-9.7pp | -1.60%+14.4pp | 16.29%-3.5pp |
| Employer contribution / active EE | $845 | $3,046-72.3% | $5,967-85.8% | $3,288-74.3% |
| Participant deferral / active EE | $2,227 | $3,898-42.9% | $4,649-52.1% | $3,885-42.7% |
| Admin fee / account holder | $21,330 | $8,630+147.2% | $13,671+56.0% | $12,263+73.9% |