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 | $18,793 | $59,839-68.6% | $81,983-77.1% | $79,858-76.5% |
| Participation rate | 54.4% | 61.6%-7.2pp | 69.2%-14.8pp | 69.6%-15.2pp |
| Annual return | 9.81% | 17.56%-7.7pp | 41.31%-31.5pp | 31.71%-21.9pp |
| Employer contribution / active EE | $587 | $1,713-65.7% | $2,498-76.5% | $2,471-76.2% |
| Participant deferral / active EE | $1,798 | $2,695-33.3% | $3,722-51.7% | $3,740-51.9% |
| Admin fee / account holder | $6,109 | $4,287+42.5% | $5,664+7.9% | $5,306+15.1% |