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 | $54,988 | $53,822+2.2% | $75,696-27.4% | $85,850-35.9% |
| Participation rate | 52.1% | 69.1%-17.0pp | 74.8%-22.8pp | 69.3%-17.2pp |
| Annual return | 11.77% | 24.54%-12.8pp | 104.53%-92.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $720 | $2,017-64.3% | $2,743-73.8% | $2,565-71.9% |
| Participant deferral / active EE | $2,299 | $2,895-20.6% | $3,821-39.8% | $3,952-41.8% |
| Admin fee / account holder | $9,384 | $3,343+180.7% | $3,619+159.3% | $6,260+49.9% |