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 | $32,668 | $80,717-59.5% | $154,803-78.9% | $84,808-61.5% |
| Participation rate | 28.6% | 66.8%-38.2pp | 78.1%-49.5pp | 68.3%-39.7pp |
| Annual return | 7.63% | 37.96%-30.3pp | 58.88%-51.2pp | 40.90%-33.3pp |
| Employer contribution / active EE | $556 | $2,761-79.9% | $4,305-87.1% | $2,631-78.9% |
| Participant deferral / active EE | $916 | $3,303-72.3% | $5,540-83.5% | $4,212-78.2% |
| Admin fee / account holder | $26,488 | $6,746+292.7% | $14,329+84.9% | $7,344+260.7% |