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 | $61,065 | $48,570+25.7% | $130,648-53.3% | $72,985-16.3% |
| Participation rate | 45.5% | 58.6%-13.1pp | 71.7%-26.3pp | 69.5%-24.0pp |
| Annual return | 3.37% | 38.63%-35.3pp | 1708.96%-1705.6pp | 81.00%-77.6pp |
| Employer contribution / active EE | $662 | $1,334-50.4% | $4,092-83.8% | $2,440-72.9% |
| Participant deferral / active EE | $1,875 | $2,384-21.3% | $3,603-47.9% | $3,607-48.0% |
| Admin fee / account holder | $4,119 | $3,549+16.1% | $5,464-24.6% | $5,124-19.6% |