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 | $51,528 | $61,774-16.6% | $97,226-47.0% | $80,856-36.3% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.7%-29.8pp | 67.6%-24.8pp |
| Annual return | 10.37% | -557.90%+568.3pp | 75.13%-64.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $906 | $1,837-50.7% | $2,729-66.8% | $2,755-67.1% |
| Participant deferral / active EE | $1,576 | $3,029-48.0% | $4,264-63.0% | $4,296-63.3% |
| Admin fee / account holder | $17,836 | $5,166+245.2% | $5,654+215.5% | $6,918+157.8% |