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 | $25,763 | $91,190-71.7% | $178,490-85.6% | $79,858-67.7% |
| Participation rate | 35.4% | 69.2%-33.8pp | 81.9%-46.6pp | 69.6%-34.3pp |
| Annual return | 4.38% | 24.19%-19.8pp | 151.07%-146.7pp | 31.71%-27.3pp |
| Employer contribution / active EE | $541 | $3,256-83.4% | $5,011-89.2% | $2,471-78.1% |
| Participant deferral / active EE | $1,349 | $3,236-58.3% | $5,202-74.1% | $3,740-63.9% |
| Admin fee / account holder | $937 | $6,751-86.1% | $13,984-93.3% | $5,306-82.3% |