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 | $22,111 | $48,795-54.7% | $65,493-66.2% | $84,808-73.9% |
| Participation rate | 35.6% | 67.0%-31.4pp | 73.1%-37.5pp | 68.3%-32.8pp |
| Annual return | 11.64% | 20.20%-8.6pp | 982.45%-970.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,326 | $1,930+20.5% | $2,574-9.6% | $2,631-11.6% |
| Participant deferral / active EE | $3,070 | $2,928+4.8% | $3,961-22.5% | $4,212-27.1% |
| Admin fee / account holder | $14,885 | $3,877+283.9% | $5,028+196.0% | $7,344+102.7% |