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 | $16,464 | $51,576-68.1% | $129,207-87.3% | $80,856-79.6% |
| Participation rate | 20.0% | 57.0%-37.0pp | 69.6%-49.6pp | 67.6%-47.6pp |
| Annual return | 9.85% | 20.81%-11.0pp | 9417.33%-9407.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $322 | $1,584-79.7% | $4,153-92.2% | $2,755-88.3% |
| Participant deferral / active EE | $932 | $2,669-65.1% | $4,168-77.6% | $4,296-78.3% |
| Admin fee / account holder | $6,827 | $4,305+58.6% | $7,715-11.5% | $6,918-1.3% |