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 | $36,627 | $74,888-51.1% | $71,209-48.6% | $142,382-74.3% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.8%-14.9pp | 80.1%-21.3pp |
| Annual return | 6.33% | 345.14%-338.8pp | 282.51%-276.2pp | 217.08%-210.8pp |
| Employer contribution / active EE | $1,068 | $2,854-62.6% | $2,721-60.7% | $4,299-75.2% |
| Participant deferral / active EE | $2,486 | $4,454-44.2% | $4,175-40.5% | $6,507-61.8% |
| Admin fee / account holder | $24,286 | $5,568+336.1% | $5,349+354.0% | $12,624+92.4% |