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 | $40,613 | $61,272-33.7% | $149,673-72.9% | $71,457-43.2% |
| Participation rate | 37.2% | 62.5%-25.3pp | 78.8%-41.6pp | 67.9%-30.7pp |
| Annual return | 12.05% | 35.85%-23.8pp | 134.42%-122.4pp | 28.85%-16.8pp |
| Employer contribution / active EE | $1,023 | $2,378-57.0% | $4,818-78.8% | $2,588-60.5% |
| Participant deferral / active EE | $2,874 | $2,917-1.5% | $5,680-49.4% | $4,289-33.0% |
| Admin fee / account holder | $6,750 | $1,261+435.1% | $13,210-48.9% | $1,587+325.3% |