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 | $28,402 | $91,037-68.8% | $71,671-60.4% | $147,584-80.8% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 7.96% | 20.48%-12.5pp | 20.65%-12.7pp | 578.55%-570.6pp |
| Employer contribution / active EE | $1,121 | $3,327-66.3% | $2,460-54.4% | $4,876-77.0% |
| Participant deferral / active EE | $2,701 | $4,498-40.0% | $3,438-21.4% | $5,439-50.3% |
| Admin fee / account holder | $20,640 | $8,613+139.7% | $5,558+271.3% | $10,885+89.6% |