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 | $38,038 | $47,105-19.2% | $68,368-44.4% | $67,986-44.1% |
| Participation rate | 48.1% | 51.8%-3.7pp | 73.8%-25.6pp | 57.2%-9.1pp |
| Annual return | 11.92% | 48.37%-36.5pp | 292.57%-280.7pp | 31.67%-19.7pp |
| Employer contribution / active EE | $875 | $1,859-52.9% | $2,649-67.0% | $2,019-56.6% |
| Participant deferral / active EE | $1,737 | $2,374-26.8% | $4,123-57.9% | $3,358-48.3% |
| Admin fee / account holder | $8,543 | $2,435+250.8% | $5,150+65.9% | $3,203+166.7% |