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 | $44,602 | $68,547-34.9% | $120,354-62.9% | $80,856-44.8% |
| Participation rate | 56.0% | 61.6%-5.6pp | 71.9%-15.9pp | 67.6%-11.6pp |
| Annual return | 9.61% | 23.60%-14.0pp | 107.15%-97.5pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,059 | $2,051-48.4% | $3,463-69.4% | $2,755-61.5% |
| Participant deferral / active EE | $2,223 | $3,173-30.0% | $4,991-55.5% | $4,296-48.3% |
| Admin fee / account holder | $1,772 | $5,732-69.1% | $9,423-81.2% | $6,918-74.4% |