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 | $27,743 | $48,230-42.5% | $67,502-58.9% | $80,856-65.7% |
| Participation rate | 61.5% | 66.4%-4.8pp | 72.9%-11.3pp | 67.6%-6.1pp |
| Annual return | 11.09% | 18.28%-7.2pp | 3512.12%-3501.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,761 | $2,924+28.6% | $4,000-6.0% | $4,296-12.4% |
| Admin fee / account holder | $4,057 | $3,681+10.2% | $3,998+1.5% | $6,918-41.4% |