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 | $19,765 | $77,634-74.5% | $156,549-87.4% | $62,891-68.6% |
| Participation rate | 38.8% | 71.2%-32.4pp | 84.0%-45.2pp | 69.3%-30.5pp |
| Annual return | 1.40% | 50.32%-48.9pp | 32.23%-30.8pp | 20.14%-18.7pp |
| Employer contribution / active EE | $597 | $3,444-82.7% | $5,501-89.2% | $2,281-73.8% |
| Participant deferral / active EE | $827 | $3,045-72.8% | $4,871-83.0% | $3,203-74.2% |
| Admin fee / account holder | $7,689 | $5,561+38.3% | $13,027-41.0% | $4,296+79.0% |