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 | $16,637 | $56,054-70.3% | $171,082-90.3% | $62,891-73.5% |
| Participation rate | 33.3% | 62.9%-29.5pp | 76.7%-43.4pp | 69.3%-36.0pp |
| Annual return | 0.42% | 22.52%-22.1pp | 32.56%-32.1pp | 20.14%-19.7pp |
| Employer contribution / active EE | $291 | $1,731-83.2% | $4,002-92.7% | $2,281-87.3% |
| Participant deferral / active EE | $1,253 | $3,158-60.3% | $4,797-73.9% | $3,203-60.9% |
| Admin fee / account holder | $11,283 | $3,647+209.4% | $8,520+32.4% | $4,296+162.7% |