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 | $26,847 | $73,933-63.7% | $96,683-72.2% | $75,163-64.3% |
| Participation rate | 51.4% | 66.4%-15.1pp | 74.3%-23.0pp | 67.2%-15.8pp |
| Annual return | 8.04% | 26.70%-18.7pp | 35.69%-27.7pp | 160.62%-152.6pp |
| Employer contribution / active EE | $1,020 | $2,928-65.1% | $3,737-72.7% | $2,670-61.8% |
| Participant deferral / active EE | $1,504 | $3,659-58.9% | $4,878-69.2% | $4,125-63.6% |
| Admin fee / account holder | $17,950 | $5,216+244.1% | $6,730+166.7% | $5,651+217.6% |