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 | $18,617 | $35,183-47.1% | $73,545-74.7% | $70,131-73.5% |
| Participation rate | 50.0% | 42.9%+7.1pp | 54.9%-4.9pp | 69.5%-19.5pp |
| Annual return | 10.89% | 26.90%-16.0pp | -15.16%+26.0pp | 73.14%-62.3pp |
| Employer contribution / active EE | $297 | $709-58.1% | $1,219-75.7% | $2,342-87.3% |
| Participant deferral / active EE | $1,329 | $1,220+8.9% | $1,806-26.4% | $3,332-60.1% |
| Admin fee / account holder | $951 | $2,302-58.7% | $2,320-59.0% | $4,645-79.5% |