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 | $33,549 | $102,382-67.2% | $147,005-77.2% | $80,874-58.5% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 8.70% | 134.89%-126.2pp | 418.76%-410.1pp | 35.62%-26.9pp |
| Employer contribution / active EE | $1,543 | $3,715-58.5% | $4,934-68.7% | $2,756-44.0% |
| Participant deferral / active EE | $3,101 | $6,646-53.3% | $8,070-61.6% | $4,297-27.8% |
| Admin fee / account holder | $62,697 | $7,942+689.4% | $13,006+382.1% | $6,935+804.0% |