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 | $41,247 | $61,774-33.2% | $97,226-57.6% | $80,856-49.0% |
| Participation rate | 48.5% | 63.5%-15.0pp | 72.7%-24.2pp | 67.6%-19.2pp |
| Annual return | 10.29% | -557.90%+568.2pp | 75.13%-64.8pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,005 | $1,837-45.3% | $2,729-63.2% | $2,755-63.5% |
| Participant deferral / active EE | $2,105 | $3,029-30.5% | $4,264-50.6% | $4,296-51.0% |
| Admin fee / account holder | $4,683 | $5,166-9.3% | $5,654-17.2% | $6,918-32.3% |