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 | $16,282 | $53,127-69.4% | $86,590-81.2% | $70,131-76.8% |
| Participation rate | 26.1% | 65.3%-39.2pp | 73.5%-47.5pp | 69.5%-43.5pp |
| Annual return | 6.55% | 27.66%-21.1pp | 964.84%-958.3pp | 73.14%-66.6pp |
| Employer contribution / active EE | $396 | $2,068-80.8% | $2,839-86.0% | $2,342-83.1% |
| Participant deferral / active EE | $973 | $2,696-63.9% | $3,609-73.0% | $3,332-70.8% |
| Admin fee / account holder | $6,997 | $3,585+95.2% | $4,906+42.6% | $4,645+50.6% |