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 | $28,553 | $49,173-41.9% | $121,098-76.4% | $75,163-62.0% |
| Participation rate | 47.4% | 55.4%-8.0pp | 69.5%-22.1pp | 67.2%-19.8pp |
| Annual return | 1.32% | 55.99%-54.7pp | 985.75%-984.4pp | 160.62%-159.3pp |
| Employer contribution / active EE | $478 | $1,546-69.1% | $4,164-88.5% | $2,670-82.1% |
| Participant deferral / active EE | $2,080 | $2,628-20.8% | $4,080-49.0% | $4,125-49.6% |
| Admin fee / account holder | $16,159 | $3,942+309.9% | $5,644+186.3% | $5,651+186.0% |