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 | $42,844 | $98,750-56.6% | $149,696-71.4% | $79,858-46.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 6.53% | 27.43%-20.9pp | 276.60%-270.1pp | 31.71%-25.2pp |
| Employer contribution / active EE | $716 | $3,216-77.7% | $4,644-84.6% | $2,471-71.0% |
| Participant deferral / active EE | $2,444 | $5,680-57.0% | $6,842-64.3% | $3,740-34.6% |
| Admin fee / account holder | $30,216 | $6,053+399.2% | $9,309+224.6% | $5,306+469.4% |