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 | $19,683 | $84,233-76.6% | $170,442-88.5% | $70,131-71.9% |
| Participation rate | 61.5% | 70.8%-9.3pp | 83.6%-22.1pp | 69.5%-8.0pp |
| Annual return | 7.93% | 23.06%-15.1pp | 205.93%-198.0pp | 73.14%-65.2pp |
| Employer contribution / active EE | $857 | $3,387-74.7% | $5,433-84.2% | $2,342-63.4% |
| Participant deferral / active EE | $1,086 | $3,086-64.8% | $4,939-78.0% | $3,332-67.4% |
| Admin fee / account holder | $29,299 | $5,698+414.2% | $13,880+111.1% | $4,645+530.7% |