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 | $16,100 | $45,152-64.3% | $73,843-78.2% | $59,632-73.0% |
| Participation rate | 57.4% | 64.0%-6.6pp | 73.4%-16.1pp | 68.7%-11.3pp |
| Annual return | -2.92% | 27.40%-30.3pp | 2267.84%-2270.8pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $1,804 | $1,902-5.2% | $2,787-35.3% | $2,203-18.1% |
| Participant deferral / active EE | $854 | $2,574-66.8% | $3,583-76.2% | $3,192-73.2% |
| Admin fee / account holder | $5,477 | $3,516+55.8% | $4,880+12.2% | $4,297+27.5% |