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 | $61,859 | $58,234+6.2% | $81,783-24.4% | $80,874-23.5% |
| Participation rate | 38.7% | 63.4%-24.7pp | 72.4%-33.6pp | 67.6%-28.9pp |
| Annual return | 10.22% | 41.70%-31.5pp | 775.05%-764.8pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,304 | $2,341-44.3% | $2,913-55.2% | $2,756-52.7% |
| Participant deferral / active EE | $2,626 | $3,283-20.0% | $4,320-39.2% | $4,297-38.9% |
| Admin fee / account holder | $16,657 | $4,982+234.4% | $7,380+125.7% | $6,935+140.2% |