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 | $60,994 | $51,576+18.3% | $129,207-52.8% | $80,856-24.6% |
| Participation rate | 32.1% | 57.0%-24.8pp | 69.6%-37.5pp | 67.6%-35.5pp |
| Annual return | 8.08% | 20.81%-12.7pp | 9417.33%-9409.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,944 | $2,669-27.2% | $4,168-53.4% | $4,296-54.8% |
| Admin fee / account holder | $2,068 | $4,305-52.0% | $7,715-73.2% | $6,918-70.1% |