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 | $57,772 | $48,076+20.2% | $78,689-26.6% | $62,891-8.1% |
| Participation rate | 34.4% | 65.2%-30.8pp | 73.6%-39.2pp | 69.3%-34.9pp |
| Annual return | 4.11% | 31.35%-27.2pp | 62.18%-58.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $719 | $2,015-64.3% | $2,851-74.8% | $2,281-68.5% |
| Participant deferral / active EE | $903 | $2,588-65.1% | $3,517-74.3% | $3,203-71.8% |
| Admin fee / account holder | $17,167 | $3,207+435.3% | $4,510+280.6% | $4,296+299.6% |