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 | $21,240 | $64,839-67.2% | $95,585-77.8% | $84,808-75.0% |
| Participation rate | 62.7% | 63.8%-1.1pp | 72.1%-9.4pp | 68.3%-5.6pp |
| Annual return | 12.43% | -670.96%+683.4pp | 38.56%-26.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,338 | $1,759-23.9% | $2,527-47.0% | $2,631-49.1% |
| Participant deferral / active EE | $2,424 | $2,965-18.2% | $4,023-39.7% | $4,212-42.4% |
| Admin fee / account holder | $3,446 | $5,964-42.2% | $6,127-43.8% | $7,344-53.1% |