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 | $47,023 | $48,795-3.6% | $65,493-28.2% | $84,808-44.6% |
| Participation rate | 42.9% | 67.0%-24.1pp | 73.1%-30.2pp | 68.3%-25.5pp |
| Annual return | 8.17% | 20.20%-12.0pp | 982.45%-974.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $1,166 | $1,930-39.6% | $2,574-54.7% | $2,631-55.7% |
| Participant deferral / active EE | $2,833 | $2,928-3.2% | $3,961-28.5% | $4,212-32.7% |
| Admin fee / account holder | $37,486 | $3,877+866.9% | $5,028+645.5% | $7,344+410.4% |