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 | $41,421 | $48,277-14.2% | $67,511-38.6% | $80,874-48.8% |
| Participation rate | 47.8% | 66.4%-18.6pp | 72.9%-25.1pp | 67.6%-19.8pp |
| Annual return | 10.12% | 18.27%-8.2pp | 3517.41%-3507.3pp | 35.62%-25.5pp |
| Employer contribution / active EE | $1,528 | $2,021-24.4% | $2,733-44.1% | $2,756-44.6% |
| Participant deferral / active EE | $3,690 | $2,926+26.1% | $4,000-7.8% | $4,297-14.1% |
| Admin fee / account holder | $11,232 | $3,687+204.6% | $3,999+180.9% | $6,935+62.0% |