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 | $20,870 | $91,190-77.1% | $178,490-88.3% | $79,858-73.9% |
| Participation rate | 65.0% | 69.2%-4.2pp | 81.9%-16.9pp | 69.6%-4.6pp |
| Annual return | 7.48% | 24.19%-16.7pp | 151.07%-143.6pp | 31.71%-24.2pp |
| Employer contribution / active EE | $5,068 | $3,256+55.7% | $5,011+1.1% | $2,471+105.1% |
| Participant deferral / active EE | $1,947 | $3,236-39.8% | $5,202-62.6% | $3,740-47.9% |
| Admin fee / account holder | $427 | $6,751-93.7% | $13,984-96.9% | $5,306-92.0% |