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 | $37,949 | $63,346-40.1% | $92,233-58.9% | $70,131-45.9% |
| Participation rate | 46.0% | 68.7%-22.7pp | 76.5%-30.5pp | 69.5%-23.5pp |
| Annual return | 8.77% | 530.12%-521.3pp | 176.28%-167.5pp | 73.14%-64.4pp |
| Employer contribution / active EE | $678 | $2,471-72.6% | $3,679-81.6% | $2,342-71.1% |
| Participant deferral / active EE | $2,402 | $2,854-15.8% | $3,897-38.4% | $3,332-27.9% |
| Admin fee / account holder | $45,775 | $3,840+1092.0% | $5,194+781.4% | $4,645+885.4% |