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 | $28,769 | $81,248-64.6% | $155,509-81.5% | $80,856-64.4% |
| Participation rate | 38.8% | 66.2%-27.4pp | 78.2%-39.4pp | 67.6%-28.8pp |
| Annual return | 6.94% | 33.31%-26.4pp | 64.67%-57.7pp | 35.59%-28.7pp |
| Employer contribution / active EE | $716 | $3,100-76.9% | $4,672-84.7% | $2,755-74.0% |
| Participant deferral / active EE | $948 | $3,452-72.5% | $5,626-83.2% | $4,296-77.9% |
| Admin fee / account holder | $2,139 | $7,997-73.3% | $15,912-86.6% | $6,918-69.1% |