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 | $54,622 | $48,795+11.9% | $65,493-16.6% | $84,808-35.6% |
| Participation rate | 29.6% | 67.0%-37.3pp | 73.1%-43.5pp | 68.3%-38.7pp |
| Annual return | 9.21% | 20.20%-11.0pp | 982.45%-973.2pp | 40.90%-31.7pp |
| Employer contribution / active EE | $359 | $1,930-81.4% | $2,574-86.1% | $2,631-86.4% |
| Participant deferral / active EE | $938 | $2,928-68.0% | $3,961-76.3% | $4,212-77.7% |
| Admin fee / account holder | $12,656 | $3,877+226.4% | $5,028+151.7% | $7,344+72.3% |