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 | $24,814 | $54,705-54.6% | $71,209-65.2% | $84,808-70.7% |
| Participation rate | 64.4% | 64.1%+0.4pp | 73.8%-9.3pp | 68.3%-3.9pp |
| Annual return | 6.49% | 35.90%-29.4pp | 282.51%-276.0pp | 40.90%-34.4pp |
| Employer contribution / active EE | $357 | $2,158-83.4% | $2,721-86.9% | $2,631-86.4% |
| Participant deferral / active EE | $1,949 | $3,030-35.7% | $4,175-53.3% | $4,212-53.7% |
| Admin fee / account holder | $10,154 | $4,863+108.8% | $5,349+89.8% | $7,344+38.3% |