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 | $53,298 | $86,922-38.7% | $102,438-48.0% | $80,874-34.1% |
| Participation rate | 39.7% | 72.4%-32.7pp | 76.5%-36.8pp | 67.6%-27.9pp |
| Annual return | 10.32% | 18.90%-8.6pp | 29.37%-19.1pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,008 | $2,369-57.5% | $3,024-66.7% | $2,756-63.4% |
| Participant deferral / active EE | $2,540 | $4,119-38.3% | $5,054-49.7% | $4,297-40.9% |
| Admin fee / account holder | $20,079 | $8,050+149.4% | $9,448+112.5% | $6,935+189.5% |