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 | $31,128 | $88,360-64.8% | $145,433-78.6% | $67,986-54.2% |
| Participation rate | 54.6% | 65.5%-10.9pp | 82.1%-27.5pp | 57.2%-2.6pp |
| Annual return | 9.29% | 63.15%-53.9pp | 66.58%-57.3pp | 31.67%-22.4pp |
| Employer contribution / active EE | $1,151 | $3,054-62.3% | $4,554-74.7% | $2,019-43.0% |
| Participant deferral / active EE | $1,578 | $5,932-73.4% | $7,897-80.0% | $3,358-53.0% |
| Admin fee / account holder | $9,421 | $3,313+184.3% | $13,129-28.2% | $3,203+194.1% |