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 | $20,347 | $32,037-36.5% | $69,182-70.6% | $62,891-67.6% |
| Participation rate | 37.3% | 43.4%-6.2pp | 55.1%-17.9pp | 69.3%-32.1pp |
| Annual return | 1.81% | 15.16%-13.4pp | -21.93%+23.7pp | 20.14%-18.3pp |
| Employer contribution / active EE | $716 | $679+5.4% | $1,206-40.6% | $2,281-68.6% |
| Participant deferral / active EE | $494 | $1,185-58.3% | $1,897-73.9% | $3,203-84.6% |
| Admin fee / account holder | $1,141 | $2,608-56.3% | $2,697-57.7% | $4,296-73.4% |