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 | $9,893 | $76,407-87.1% | $150,298-93.4% | $82,448-88.0% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 6.24% | 39.99%-33.8pp | 62.79%-56.5pp | 41.64%-35.4pp |
| Employer contribution / active EE | $311 | $2,614-88.1% | $4,154-92.5% | $2,551-87.8% |
| Participant deferral / active EE | $1,012 | $3,214-68.5% | $5,453-81.4% | $4,139-75.6% |
| Admin fee / account holder | $3,256 | $6,352-48.7% | $14,116-76.9% | $7,234-55.0% |