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 | $13,112 | $48,046-72.7% | $84,611-84.5% | $72,985-82.0% |
| Participation rate | 36.8% | 57.6%-20.7pp | 68.2%-31.4pp | 69.5%-32.6pp |
| Annual return | 14.88% | 37.38%-22.5pp | 258.74%-243.9pp | 81.00%-66.1pp |
| Employer contribution / active EE | $919 | $1,602-42.6% | $2,652-65.3% | $2,440-62.3% |
| Participant deferral / active EE | $816 | $2,680-69.6% | $3,899-79.1% | $3,607-77.4% |
| Admin fee / account holder | $5,571 | $3,395+64.1% | $4,912+13.4% | $5,124+8.7% |