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 | $18,164 | $72,012-74.8% | $185,823-90.2% | $79,858-77.3% |
| Participation rate | 56.3% | 65.8%-9.5pp | 78.0%-21.8pp | 69.6%-13.4pp |
| Annual return | 8.64% | 23.12%-14.5pp | 35.95%-27.3pp | 31.71%-23.1pp |
| Employer contribution / active EE | $634 | $1,965-67.7% | $4,087-84.5% | $2,471-74.3% |
| Participant deferral / active EE | $1,538 | $3,779-59.3% | $5,632-72.7% | $3,740-58.9% |
| Admin fee / account holder | $6,204 | $4,513+37.5% | $9,500-34.7% | $5,306+16.9% |