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 | $65,974 | $72,277-8.7% | $101,248-34.8% | $79,858-17.4% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 0.12% | 22.30%-22.2pp | 46.47%-46.4pp | 31.71%-31.6pp |
| Employer contribution / active EE | $2,284 | $2,692-15.1% | $3,660-37.6% | $2,471-7.6% |
| Participant deferral / active EE | $7,011 | $3,282+113.6% | $4,370+60.4% | $3,740+87.5% |
| Admin fee / account holder | $529 | $4,400-88.0% | $5,945-91.1% | $5,306-90.0% |