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 | $52,799 | $88,083-40.1% | $164,813-68.0% | $74,495-29.1% |
| Participation rate | 56.2% | 73.0%-16.9pp | 78.6%-22.4pp | 67.2%-11.0pp |
| Annual return | 10.26% | 17.26%-7.0pp | 69.93%-59.7pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $865 | $2,593-66.6% | $4,341-80.1% | $2,623-67.0% |
| Participant deferral / active EE | $2,315 | $4,498-48.5% | $6,031-61.6% | $4,346-46.7% |
| Admin fee / account holder | $14,230 | $2,234+537.1% | $12,690+12.1% | $1,942+632.8% |