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 | $27,266 | $111,754-75.6% | $103,333-73.6% | $145,922-81.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 7.02% | 24.77%-17.7pp | 24.88%-17.9pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,486 | $4,212-64.7% | $3,868-61.6% | $4,660-68.1% |
| Participant deferral / active EE | $4,358 | $5,619-22.4% | $5,057-13.8% | $6,688-34.8% |
| Admin fee / account holder | $33,042 | $9,750+238.9% | $8,355+295.5% | $13,397+146.6% |