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 5-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 | $13,379 | $81,233-83.5% | $155,567-91.4% | $80,874-83.5% |
| Participation rate | 37.5% | 66.2%-28.7pp | 78.2%-40.7pp | 67.6%-30.1pp |
| Annual return | 5.44% | 33.33%-27.9pp | 64.74%-59.3pp | 35.62%-30.2pp |
| Employer contribution / active EE | $735 | $3,101-76.3% | $4,674-84.3% | $2,756-73.3% |
| Participant deferral / active EE | $2,184 | $3,452-36.7% | $5,628-61.2% | $4,297-49.2% |
| Admin fee / account holder | $15,857 | $7,998+98.3% | $15,916-0.4% | $6,935+128.6% |