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 | $10,244 | $51,175-80.0% | $70,515-85.5% | $75,163-86.4% |
| Participation rate | 62.1% | 60.9%+1.1pp | 68.3%-6.3pp | 67.2%-5.1pp |
| Annual return | 1.99% | 30.02%-28.0pp | 32.77%-30.8pp | 160.62%-158.6pp |
| Employer contribution / active EE | $1,038 | $1,826-43.2% | $2,973-65.1% | $2,670-61.1% |
| Participant deferral / active EE | $1,750 | $2,849-38.6% | $4,567-61.7% | $4,125-57.6% |
| Admin fee / account holder | $19,376 | $4,091+373.7% | $6,412+202.2% | $5,651+242.9% |