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 | $16,704 | $46,553-64.1% | $64,056-73.9% | $75,163-77.8% |
| Participation rate | 45.2% | 65.9%-20.8pp | 72.3%-27.1pp | 67.2%-22.0pp |
| Annual return | 6.07% | 26.03%-20.0pp | 33.69%-27.6pp | 160.62%-154.6pp |
| Employer contribution / active EE | $760 | $1,974-61.5% | $2,747-72.3% | $2,670-71.5% |
| Participant deferral / active EE | $997 | $2,837-64.8% | $3,880-74.3% | $4,125-75.8% |
| Admin fee / account holder | $4,418 | $2,952+49.6% | $3,068+44.0% | $5,651-21.8% |