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 | $36,928 | $70,428-47.6% | $96,562-61.8% | $85,850-57.0% |
| Participation rate | 62.2% | 61.8%+0.4pp | 69.8%-7.6pp | 69.3%-7.1pp |
| Annual return | 8.92% | 18.59%-9.7pp | 37.78%-28.9pp | 318.53%-309.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,022 | $2,894-30.1% | $3,849-47.5% | $3,952-48.8% |
| Admin fee / account holder | $12,771 | $4,997+155.6% | $6,181+106.6% | $6,260+104.0% |