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 | $28,879 | $106,515-72.9% | $96,683-70.1% | $139,434-79.3% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 1.98% | 38.43%-36.4pp | 35.69%-33.7pp | 372.94%-371.0pp |
| Employer contribution / active EE | $1,159 | $4,103-71.8% | $3,737-69.0% | $4,751-75.6% |
| Participant deferral / active EE | $1,385 | $5,454-74.6% | $4,878-71.6% | $6,710-79.4% |
| Admin fee / account holder | $148,492 | $7,877+1785.2% | $6,730+2106.6% | $11,403+1202.3% |