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 | $41,533 | $48,230-13.9% | $67,502-38.5% | $80,856-48.6% |
| Participation rate | 60.6% | 66.4%-5.8pp | 72.9%-12.3pp | 67.6%-7.0pp |
| Annual return | 10.21% | 18.28%-8.1pp | 3512.12%-3501.9pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,053 | $2,020-47.9% | $2,731-61.4% | $2,755-61.8% |
| Participant deferral / active EE | $3,706 | $2,924+26.8% | $4,000-7.4% | $4,296-13.7% |
| Admin fee / account holder | $12,010 | $3,681+226.3% | $3,998+200.4% | $6,918+73.6% |