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 | $55,621 | $79,013-29.6% | $100,391-44.6% | $74,495-25.3% |
| Participation rate | 50.0% | 79.5%-29.5pp | 81.5%-31.5pp | 67.2%-17.2pp |
| Annual return | 9.86% | 20.41%-10.6pp | 49.20%-39.3pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $1,934 | $3,021-36.0% | $3,942-50.9% | $2,623-26.3% |
| Participant deferral / active EE | $3,881 | $7,760-50.0% | $8,082-52.0% | $4,346-10.7% |
| Admin fee / account holder | $8,394 | $1,320+536.0% | $7,899+6.3% | $1,942+332.3% |