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 | $34,250 | $85,202-59.8% | $172,739-80.2% | $72,985-53.1% |
| Participation rate | 63.6% | 70.1%-6.4pp | 82.6%-19.0pp | 69.5%-5.8pp |
| Annual return | 9.90% | 27.32%-17.4pp | 802.84%-792.9pp | 81.00%-71.1pp |
| Employer contribution / active EE | $1,647 | $3,324-50.4% | $5,143-68.0% | $2,440-32.5% |
| Participant deferral / active EE | $1,877 | $3,260-42.4% | $5,198-63.9% | $3,607-48.0% |
| Admin fee / account holder | $30,313 | $5,884+415.2% | $13,954+117.2% | $5,124+491.6% |