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 | $36,872 | $102,317-64.0% | $146,958-74.9% | $80,856-54.4% |
| Participation rate | 48.9% | 75.8%-27.0pp | 82.2%-33.3pp | 67.6%-18.8pp |
| Annual return | 9.96% | 134.76%-124.8pp | 418.34%-408.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,270 | $3,713-65.8% | $4,933-74.3% | $2,755-53.9% |
| Participant deferral / active EE | $2,625 | $6,644-60.5% | $8,070-67.5% | $4,296-38.9% |
| Admin fee / account holder | $1,277 | $7,941-83.9% | $12,998-90.2% | $6,918-81.5% |