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 | $54,907 | $104,974-47.7% | $95,585-42.6% | $142,382-61.4% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 8.57% | 210.33%-201.8pp | 38.56%-30.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,325 | $2,779-52.3% | $2,527-47.6% | $4,299-69.2% |
| Participant deferral / active EE | $8,111 | $4,352+86.4% | $4,023+101.6% | $6,507+24.7% |
| Admin fee / account holder | $58,656 | $6,386+818.5% | $6,127+857.3% | $12,624+364.7% |