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 | $25,339 | $73,933-65.7% | $96,683-73.8% | $75,163-66.3% |
| Participation rate | 38.2% | 66.4%-28.2pp | 74.3%-36.1pp | 67.2%-29.0pp |
| Annual return | 11.06% | 26.70%-15.6pp | 35.69%-24.6pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,345 | $2,928-54.1% | $3,737-64.0% | $2,670-49.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,471 | $5,216+43.2% | $6,730+11.0% | $5,651+32.2% |