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 | $40,361 | $80,724-50.0% | $103,333-60.9% | $74,495-45.8% |
| Participation rate | 26.4% | 65.7%-39.3pp | 74.5%-48.1pp | 67.2%-40.8pp |
| Annual return | 10.76% | 27.56%-16.8pp | 24.88%-14.1pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,113 | $3,157-64.8% | $3,868-71.2% | $2,623-57.6% |
| Participant deferral / active EE | $1,741 | $3,860-54.9% | $5,057-65.6% | $4,346-59.9% |
| Admin fee / account holder | $2,850 | $2,368+20.4% | $8,355-65.9% | $1,942+46.8% |