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 | $82,495 | $72,012+14.6% | $185,823-55.6% | $79,858+3.3% |
| Participation rate | 45.0% | 65.8%-20.8pp | 78.0%-33.0pp | 69.6%-24.6pp |
| Annual return | 10.48% | 23.12%-12.6pp | 35.95%-25.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,074 | $3,779-18.7% | $5,632-45.4% | $3,740-17.8% |
| Admin fee / account holder | $5,850 | $4,513+29.6% | $9,500-38.4% | $5,306+10.2% |