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 9-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 | $31,376 | $49,922-37.2% | $80,569-61.1% | $75,163-58.3% |
| Participation rate | 42.9% | 55.3%-12.4pp | 67.0%-24.1pp | 67.2%-24.3pp |
| Annual return | 8.77% | 34.69%-25.9pp | 935.43%-926.7pp | 160.62%-151.9pp |
| Employer contribution / active EE | $1,413 | $1,698-16.8% | $2,723-48.1% | $2,670-47.1% |
| Participant deferral / active EE | $2,802 | $2,990-6.3% | $4,447-37.0% | $4,125-32.1% |
| Admin fee / account holder | $26,738 | $3,577+647.5% | $5,377+397.3% | $5,651+373.2% |