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 | $36,614 | $60,124-39.1% | $90,404-59.5% | $79,858-54.2% |
| Participation rate | 67.9% | 65.0%+2.9pp | 72.7%-4.8pp | 69.6%-1.8pp |
| Annual return | 8.98% | 71.94%-63.0pp | 1293.02%-1284.0pp | 31.71%-22.7pp |
| Employer contribution / active EE | $552 | $2,068-73.3% | $3,262-83.1% | $2,471-77.7% |
| Participant deferral / active EE | $2,439 | $2,938-17.0% | $3,963-38.4% | $3,740-34.8% |
| Admin fee / account holder | $11,789 | $3,976+196.5% | $5,611+110.1% | $5,306+122.2% |