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 | $20,913 | $80,717-74.1% | $154,803-86.5% | $84,808-75.3% |
| Participation rate | 53.3% | 66.8%-13.6pp | 78.1%-24.8pp | 68.3%-15.1pp |
| Annual return | 13.02% | 37.96%-24.9pp | 58.88%-45.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $596 | $2,761-78.4% | $4,305-86.2% | $2,631-77.4% |
| Participant deferral / active EE | $937 | $3,303-71.6% | $5,540-83.1% | $4,212-77.8% |
| Admin fee / account holder | $5,093 | $6,746-24.5% | $14,329-64.5% | $7,344-30.7% |