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 | $25,449 | $81,460-68.8% | $103,333-75.4% | $80,856-68.5% |
| Participation rate | 25.8% | 66.8%-41.0pp | 74.5%-48.7pp | 67.6%-41.8pp |
| Annual return | 10.05% | 25.55%-15.5pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $827 | $3,105-73.4% | $3,868-78.6% | $2,755-70.0% |
| Participant deferral / active EE | $2,123 | $3,869-45.1% | $5,057-58.0% | $4,296-50.6% |
| Admin fee / account holder | $36,995 | $6,566+463.4% | $8,355+342.8% | $6,918+434.8% |