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 | $36,017 | $74,888-51.9% | $71,209-49.4% | $142,382-74.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 7.83% | 345.14%-337.3pp | 282.51%-274.7pp | 217.08%-209.2pp |
| Employer contribution / active EE | $1,297 | $2,854-54.6% | $2,721-52.3% | $4,299-69.8% |
| Participant deferral / active EE | $2,030 | $4,454-54.4% | $4,175-51.4% | $6,507-68.8% |
| Admin fee / account holder | $60,217 | $5,568+981.4% | $5,349+1025.8% | $12,624+377.0% |