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 | $13,797 | $48,795-71.7% | $65,493-78.9% | $84,808-83.7% |
| Participation rate | 33.3% | 67.0%-33.6pp | 73.1%-39.8pp | 68.3%-35.0pp |
| Annual return | 7.82% | 20.20%-12.4pp | 982.45%-974.6pp | 40.90%-33.1pp |
| Employer contribution / active EE | $600 | $1,930-68.9% | $2,574-76.7% | $2,631-77.2% |
| Participant deferral / active EE | $2,075 | $2,928-29.1% | $3,961-47.6% | $4,212-50.7% |
| Admin fee / account holder | $33,426 | $3,877+762.1% | $5,028+564.8% | $7,344+355.2% |