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 | $36,238 | $62,573-42.1% | $85,682-57.7% | $85,850-57.8% |
| Participation rate | 41.5% | 61.1%-19.6pp | 69.9%-28.4pp | 69.3%-27.8pp |
| Annual return | 8.36% | 23.77%-15.4pp | 21.49%-13.1pp | 318.53%-310.2pp |
| Employer contribution / active EE | $485 | $1,757-72.4% | $2,618-81.5% | $2,565-81.1% |
| Participant deferral / active EE | $1,390 | $2,802-50.4% | $3,923-64.6% | $3,952-64.8% |
| Admin fee / account holder | $8,990 | $4,640+93.8% | $6,873+30.8% | $6,260+43.6% |