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 | $36,110 | $60,022-39.8% | $88,946-59.4% | $84,808-57.4% |
| Participation rate | 23.3% | 57.8%-34.5pp | 68.8%-45.5pp | 68.3%-45.0pp |
| Annual return | 10.39% | 22.43%-12.0pp | 57.82%-47.4pp | 40.90%-30.5pp |
| Employer contribution / active EE | $509 | $1,703-70.1% | $2,555-80.1% | $2,631-80.7% |
| Participant deferral / active EE | $1,374 | $3,114-55.9% | $4,581-70.0% | $4,212-67.4% |
| Admin fee / account holder | $32,732 | $4,811+580.4% | $8,261+296.2% | $7,344+345.7% |