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 | $44,712 | $64,324-30.5% | $118,925-62.4% | $79,858-44.0% |
| Participation rate | 27.1% | 64.9%-37.8pp | 75.4%-48.3pp | 69.6%-42.5pp |
| Annual return | 6.18% | 86.45%-80.3pp | 35.88%-29.7pp | 31.71%-25.5pp |
| Employer contribution / active EE | $616 | $1,836-66.5% | $3,263-81.1% | $2,471-75.1% |
| Participant deferral / active EE | $1,303 | $2,824-53.9% | $4,265-69.5% | $3,740-65.2% |
| Admin fee / account holder | $25,312 | $4,040+526.6% | $6,581+284.7% | $5,306+377.0% |