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 | $36,080 | $96,635-62.7% | $86,612-58.3% | $139,434-74.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 6.67% | 106.41%-99.7pp | 591.07%-584.4pp | 372.94%-366.3pp |
| Employer contribution / active EE | $1,520 | $3,263-53.4% | $3,022-49.7% | $4,751-68.0% |
| Participant deferral / active EE | $2,850 | $4,836-41.1% | $4,438-35.8% | $6,710-57.5% |
| Admin fee / account holder | $63,695 | $6,408+894.0% | $5,614+1034.5% | $11,403+458.6% |