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 7-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 | $14,353 | $54,705-73.8% | $71,209-79.8% | $84,808-83.1% |
| Participation rate | 69.4% | 64.1%+5.3pp | 73.8%-4.4pp | 68.3%+1.1pp |
| Annual return | 8.99% | 35.90%-26.9pp | 282.51%-273.5pp | 40.90%-31.9pp |
| Employer contribution / active EE | $511 | $2,158-76.3% | $2,721-81.2% | $2,631-80.6% |
| Participant deferral / active EE | $576 | $3,030-81.0% | $4,175-86.2% | $4,212-86.3% |
| Admin fee / account holder | $13,955 | $4,863+186.9% | $5,349+160.9% | $7,344+90.0% |