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 | $65,909 | $45,035+46.4% | $62,995+4.6% | $70,131-6.0% |
| Participation rate | 52.8% | 69.5%-16.7pp | 74.8%-22.0pp | 69.5%-16.8pp |
| Annual return | 10.09% | 18.76%-8.7pp | 87.57%-77.5pp | 73.14%-63.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,762 | $2,465+12.1% | $3,329-17.1% | $3,332-17.1% |
| Admin fee / account holder | $4,980 | $2,834+75.7% | $3,600+38.3% | $4,645+7.2% |