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 | $58,238 | $53,127+9.6% | $86,590-32.7% | $70,131-17.0% |
| Participation rate | 39.2% | 65.3%-26.1pp | 73.5%-34.3pp | 69.5%-30.3pp |
| Annual return | 10.41% | 27.66%-17.2pp | 964.84%-954.4pp | 73.14%-62.7pp |
| Employer contribution / active EE | $893 | $2,068-56.8% | $2,839-68.6% | $2,342-61.9% |
| Participant deferral / active EE | $2,110 | $2,696-21.7% | $3,609-41.5% | $3,332-36.7% |
| Admin fee / account holder | $7,008 | $3,585+95.4% | $4,906+42.8% | $4,645+50.9% |