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 | $32,474 | $60,323-46.2% | $81,812-60.3% | $74,495-56.4% |
| Participation rate | 35.2% | 62.9%-27.6pp | 72.3%-37.1pp | 67.2%-32.0pp |
| Annual return | 9.71% | 16.90%-7.2pp | 773.79%-764.1pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $535 | $2,620-79.6% | $2,912-81.6% | $2,623-79.6% |
| Participant deferral / active EE | $2,297 | $3,387-32.2% | $4,319-46.8% | $4,346-47.1% |
| Admin fee / account holder | $5,953 | $1,486+300.7% | $7,386-19.4% | $1,942+206.6% |