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 | $36,918 | $74,888-50.7% | $71,209-48.2% | $142,382-74.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 3.82% | 345.14%-341.3pp | 282.51%-278.7pp | 217.08%-213.3pp |
| Employer contribution / active EE | $1,373 | $2,854-51.9% | $2,721-49.5% | $4,299-68.1% |
| Participant deferral / active EE | $4,171 | $4,454-6.4% | $4,175-0.1% | $6,507-35.9% |
| Admin fee / account holder | $9,188 | $5,568+65.0% | $5,349+71.8% | $12,624-27.2% |