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 | $58,993 | $58,828+0.3% | $77,999-24.4% | $62,891-6.2% |
| Participation rate | 51.9% | 71.1%-19.2pp | 75.5%-23.7pp | 69.3%-17.5pp |
| Annual return | 2.49% | 17.16%-14.7pp | 425.96%-423.5pp | 20.14%-17.7pp |
| Employer contribution / active EE | $776 | $1,672-53.6% | $2,470-68.6% | $2,281-66.0% |
| Participant deferral / active EE | $2,228 | $2,686-17.1% | $3,497-36.3% | $3,203-30.5% |
| Admin fee / account holder | $16,812 | $4,393+282.7% | $5,480+206.8% | $4,296+291.4% |