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 | $27,342 | $46,869-41.7% | $122,332-77.6% | $70,131-61.0% |
| Participation rate | 10.0% | 58.2%-48.2pp | 71.6%-61.6pp | 69.5%-59.5pp |
| Annual return | 8.90% | 24.22%-15.3pp | 30.27%-21.4pp | 73.14%-64.2pp |
| Employer contribution / active EE | $366 | $1,288-71.6% | $4,050-91.0% | $2,342-84.4% |
| Participant deferral / active EE | $989 | $2,166-54.4% | $3,287-69.9% | $3,332-70.3% |
| Admin fee / account holder | $42,510 | $3,322+1179.5% | $5,478+676.0% | $4,645+815.1% |