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 | $28,972 | $70,428-58.9% | $96,562-70.0% | $85,850-66.3% |
| Participation rate | 41.0% | 61.8%-20.8pp | 69.8%-28.8pp | 69.3%-28.3pp |
| Annual return | 8.81% | 18.59%-9.8pp | 37.78%-29.0pp | 318.53%-309.7pp |
| Employer contribution / active EE | $535 | $1,413-62.1% | $2,356-77.3% | $2,565-79.1% |
| Participant deferral / active EE | $2,897 | $2,894+0.1% | $3,849-24.7% | $3,952-26.7% |
| Admin fee / account holder | $19,862 | $4,997+297.5% | $6,181+221.3% | $6,260+217.3% |