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 | $34,062 | $34,308-0.7% | $74,701-54.4% | $72,985-53.3% |
| Participation rate | 49.4% | 42.4%+7.0pp | 54.5%-5.0pp | 69.5%-20.1pp |
| Annual return | 15.86% | 26.58%-10.7pp | 752.92%-737.1pp | 81.00%-65.1pp |
| Employer contribution / active EE | $627 | $692-9.4% | $1,084-42.1% | $2,440-74.3% |
| Participant deferral / active EE | $1,619 | $1,271+27.3% | $1,964-17.6% | $3,607-55.1% |
| Admin fee / account holder | $12,895 | $2,124+507.1% | $3,333+286.9% | $5,124+151.6% |