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 | $56,306 | $48,795+15.4% | $65,493-14.0% | $84,808-33.6% |
| Participation rate | 52.8% | 67.0%-14.2pp | 73.1%-20.3pp | 68.3%-15.5pp |
| Annual return | 10.66% | 20.20%-9.5pp | 982.45%-971.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,531 | $2,928-47.7% | $3,961-61.4% | $4,212-63.7% |
| Admin fee / account holder | $2,667 | $3,877-31.2% | $5,028-47.0% | $7,344-63.7% |