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 | $20,020 | $47,848-58.2% | $81,478-75.4% | $70,131-71.5% |
| Participation rate | 66.7% | 58.3%+8.4pp | 68.0%-1.3pp | 69.5%-2.9pp |
| Annual return | 11.99% | 27.25%-15.3pp | 38.78%-26.8pp | 73.14%-61.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,406 | $2,453-42.7% | $3,537-60.3% | $3,332-57.8% |
| Admin fee / account holder | $2,089 | $3,145-33.6% | $4,561-54.2% | $4,645-55.0% |