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 | $41,733 | $61,774-32.4% | $97,226-57.1% | $80,856-48.4% |
| Participation rate | 59.3% | 63.5%-4.2pp | 72.7%-13.4pp | 67.6%-8.4pp |
| Annual return | 9.85% | -557.90%+567.8pp | 75.13%-65.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $699 | $1,837-61.9% | $2,729-74.4% | $2,755-74.6% |
| Participant deferral / active EE | $1,095 | $3,029-63.9% | $4,264-74.3% | $4,296-74.5% |
| Admin fee / account holder | $9,234 | $5,166+78.7% | $5,654+63.3% | $6,918+33.5% |