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 | $36,220 | $74,888-51.6% | $71,209-49.1% | $142,382-74.6% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.1%-21.8pp |
| Annual return | 2.73% | 345.14%-342.4pp | 282.51%-279.8pp | 217.08%-214.3pp |
| Employer contribution / active EE | $2,001 | $2,854-29.9% | $2,721-26.5% | $4,299-53.5% |
| Participant deferral / active EE | $5,194 | $4,454+16.6% | $4,175+24.4% | $6,507-20.2% |
| Admin fee / account holder | $57,474 | $5,568+932.2% | $5,349+974.5% | $12,624+355.3% |