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 | $26,083 | $47,479-45.1% | $62,929-58.6% | $82,448-68.4% |
| Participation rate | 44.6% | 66.9%-22.3pp | 73.1%-28.5pp | 68.1%-23.5pp |
| Annual return | 10.77% | 20.34%-9.6pp | 1063.93%-1053.2pp | 41.64%-30.9pp |
| Employer contribution / active EE | $789 | $1,885-58.1% | $2,505-68.5% | $2,551-69.1% |
| Participant deferral / active EE | $1,179 | $2,870-58.9% | $3,888-69.7% | $4,139-71.5% |
| Admin fee / account holder | $11,766 | $3,804+209.3% | $5,065+132.3% | $7,234+62.6% |