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 | $33,179 | $53,127-37.5% | $86,590-61.7% | $70,131-52.7% |
| Participation rate | 48.5% | 65.3%-16.8pp | 73.5%-25.1pp | 69.5%-21.1pp |
| Annual return | 11.68% | 27.66%-16.0pp | 964.84%-953.2pp | 73.14%-61.5pp |
| Employer contribution / active EE | $831 | $2,068-59.8% | $2,839-70.7% | $2,342-64.5% |
| Participant deferral / active EE | $1,600 | $2,696-40.6% | $3,609-55.7% | $3,332-52.0% |
| Admin fee / account holder | $11,018 | $3,585+207.3% | $4,906+124.6% | $4,645+137.2% |