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 | $15,662 | $84,233-81.4% | $170,442-90.8% | $70,131-77.7% |
| Participation rate | 18.4% | 70.8%-52.4pp | 83.6%-65.2pp | 69.5%-51.1pp |
| Annual return | 8.96% | 23.06%-14.1pp | 205.93%-197.0pp | 73.14%-64.2pp |
| Employer contribution / active EE | $779 | $3,387-77.0% | $5,433-85.7% | $2,342-66.8% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,921 | $5,698+21.5% | $13,880-50.1% | $4,645+49.0% |