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 | $33,823 | $51,638-34.5% | $68,368-50.5% | $82,448-59.0% |
| Participation rate | 19.2% | 63.6%-44.4pp | 73.8%-54.5pp | 68.1%-48.8pp |
| Annual return | 6.16% | 37.53%-31.4pp | 292.57%-286.4pp | 41.64%-35.5pp |
| Employer contribution / active EE | $578 | $2,047-71.8% | $2,649-78.2% | $2,551-77.4% |
| Participant deferral / active EE | $578 | $2,914-80.2% | $4,123-86.0% | $4,139-86.0% |
| Admin fee / account holder | $50,966 | $4,643+997.6% | $5,150+889.7% | $7,234+604.5% |