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 | $33,294 | $96,635-65.5% | $86,612-61.6% | $139,434-76.1% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 10.72% | 106.41%-95.7pp | 591.07%-580.4pp | 372.94%-362.2pp |
| Employer contribution / active EE | $2,987 | $3,263-8.4% | $3,022-1.2% | $4,751-37.1% |
| Participant deferral / active EE | $7,452 | $4,836+54.1% | $4,438+67.9% | $6,710+11.1% |
| Admin fee / account holder | $25,953 | $6,408+305.0% | $5,614+362.3% | $11,403+127.6% |