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 9-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 | $43,699 | $111,535-60.8% | $105,223-58.5% | $137,256-68.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 4.01% | 237.85%-233.8pp | 180.65%-176.6pp | 220.34%-216.3pp |
| Employer contribution / active EE | $2,962 | $3,939-24.8% | $3,689-19.7% | $4,156-28.7% |
| Participant deferral / active EE | $14,872 | $5,500+170.4% | $5,072+193.2% | $6,407+132.1% |
| Admin fee / account holder | $221,365 | $9,721+2177.1% | $8,859+2398.8% | $12,270+1704.1% |