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 | $14,719 | $76,407-80.7% | $150,298-90.2% | $82,448-82.1% |
| Participation rate | 53.8% | 66.4%-12.6pp | 77.8%-23.9pp | 68.1%-14.2pp |
| Annual return | 9.40% | 39.99%-30.6pp | 62.79%-53.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,359 | $2,614-48.0% | $4,154-67.3% | $2,551-46.7% |
| Participant deferral / active EE | $968 | $3,214-69.9% | $5,453-82.2% | $4,139-76.6% |
| Admin fee / account holder | $338 | $6,352-94.7% | $14,116-97.6% | $7,234-95.3% |