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 | $20,356 | $95,416-78.7% | $185,823-89.0% | $85,850-76.3% |
| Participation rate | 60.7% | 68.8%-8.0pp | 81.7%-21.0pp | 69.3%-8.6pp |
| Annual return | 11.28% | 23.59%-12.3pp | 122.05%-110.8pp | 318.53%-307.2pp |
| Employer contribution / active EE | $827 | $3,314-75.0% | $5,167-84.0% | $2,565-67.8% |
| Participant deferral / active EE | $1,733 | $3,423-49.4% | $5,568-68.9% | $3,952-56.1% |
| Admin fee / account holder | $6,369 | $7,213-11.7% | $16,237-60.8% | $6,260+1.7% |