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 | $20,630 | $45,035-54.2% | $62,995-67.3% | $70,131-70.6% |
| Participation rate | 58.5% | 69.5%-11.0pp | 74.8%-16.3pp | 69.5%-11.0pp |
| Annual return | 7.76% | 18.76%-11.0pp | 87.57%-79.8pp | 73.14%-65.4pp |
| Employer contribution / active EE | $696 | $2,051-66.1% | $2,759-74.8% | $2,342-70.3% |
| Participant deferral / active EE | $1,221 | $2,465-50.5% | $3,329-63.3% | $3,332-63.3% |
| Admin fee / account holder | $5,719 | $2,834+101.8% | $3,600+58.9% | $4,645+23.1% |