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 | $79,037 | $53,053+49.0% | $126,539-37.5% | $74,304+6.4% |
| Participation rate | 17.4% | 48.0%-30.6pp | 69.8%-52.4pp | 60.3%-43.0pp |
| Annual return | 7.64% | 29.46%-21.8pp | 425.95%-418.3pp | 29.43%-21.8pp |
| Employer contribution / active EE | $515 | $1,168-55.9% | $3,674-86.0% | $2,241-77.0% |
| Participant deferral / active EE | $1,214 | $2,303-47.3% | $4,083-70.3% | $3,767-67.8% |
| Admin fee / account holder | $41,770 | $3,698+1029.5% | $6,065+588.8% | $2,969+1307.0% |