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 | $28,745 | $105,126-72.7% | $94,646-69.6% | $139,434-79.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 6.24% | 38.03%-31.8pp | 156.71%-150.5pp | 372.94%-366.7pp |
| Employer contribution / active EE | $1,245 | $4,106-69.7% | $3,672-66.1% | $4,751-73.8% |
| Participant deferral / active EE | $4,027 | $7,599-47.0% | $7,418-45.7% | $6,710-40.0% |
| Admin fee / account holder | $139,474 | $8,984+1452.5% | $7,231+1828.9% | $11,403+1123.2% |