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 | $11,411 | $39,019-70.8% | $80,716-85.9% | $85,850-86.7% |
| Participation rate | 33.3% | 41.5%-8.2pp | 54.2%-20.8pp | 69.3%-36.0pp |
| Annual return | 9.69% | 26.27%-16.6pp | 87.28%-77.6pp | 318.53%-308.8pp |
| Employer contribution / active EE | $193 | $722-73.3% | $1,160-83.4% | $2,565-92.5% |
| Participant deferral / active EE | $387 | $1,326-70.8% | $2,146-81.9% | $3,952-90.2% |
| Admin fee / account holder | $2,821 | $2,431+16.1% | $3,380-16.5% | $6,260-54.9% |