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 | $42,829 | $95,416-55.1% | $185,823-77.0% | $85,850-50.1% |
| Participation rate | 10.6% | 68.8%-58.1pp | 81.7%-71.1pp | 69.3%-58.7pp |
| Annual return | 6.03% | 23.59%-17.6pp | 122.05%-116.0pp | 318.53%-312.5pp |
| Employer contribution / active EE | $876 | $3,314-73.6% | $5,167-83.0% | $2,565-65.8% |
| Participant deferral / active EE | $1,546 | $3,423-54.9% | $5,568-72.2% | $3,952-60.9% |
| Admin fee / account holder | $19,406 | $7,213+169.1% | $16,237+19.5% | $6,260+210.0% |