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 | $42,289 | $70,428-40.0% | $96,562-56.2% | $85,850-50.7% |
| Participation rate | 64.9% | 61.8%+3.1pp | 69.8%-4.9pp | 69.3%-4.4pp |
| Annual return | 10.03% | 18.59%-8.6pp | 37.78%-27.8pp | 318.53%-308.5pp |
| Employer contribution / active EE | $508 | $1,413-64.1% | $2,356-78.5% | $2,565-80.2% |
| Participant deferral / active EE | $1,795 | $2,894-38.0% | $3,849-53.4% | $3,952-54.6% |
| Admin fee / account holder | $44,127 | $4,997+783.1% | $6,181+613.9% | $6,260+604.9% |