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 | $35,620 | $117,983-69.8% | $101,794-65.0% | $142,382-75.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 6.09% | 36.92%-30.8pp | 30.53%-24.4pp | 217.08%-211.0pp |
| Employer contribution / active EE | $730 | $2,773-73.7% | $2,289-68.1% | $4,299-83.0% |
| Participant deferral / active EE | $1,347 | $4,714-71.4% | $4,084-67.0% | $6,507-79.3% |
| Admin fee / account holder | $64,093 | $10,433+514.3% | $8,777+630.2% | $12,624+407.7% |