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 | $43,712 | $48,570-10.0% | $130,648-66.5% | $72,985-40.1% |
| Participation rate | 47.6% | 58.6%-11.0pp | 71.7%-24.1pp | 69.5%-21.9pp |
| Annual return | 10.30% | 38.63%-28.3pp | 1708.96%-1698.7pp | 81.00%-70.7pp |
| Employer contribution / active EE | $483 | $1,334-63.8% | $4,092-88.2% | $2,440-80.2% |
| Participant deferral / active EE | $2,229 | $2,384-6.5% | $3,603-38.1% | $3,607-38.2% |
| Admin fee / account holder | $20,841 | $3,549+487.2% | $5,464+281.4% | $5,124+306.7% |