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 | $50,570 | $66,402-23.8% | $109,895-54.0% | $85,850-41.1% |
| Participation rate | 60.0% | 63.9%-3.9pp | 74.2%-14.2pp | 69.3%-9.3pp |
| Annual return | 8.32% | 19.59%-11.3pp | 29.45%-21.1pp | 318.53%-310.2pp |
| Employer contribution / active EE | $840 | $1,687-50.2% | $2,842-70.4% | $2,565-67.3% |
| Participant deferral / active EE | $5,059 | $2,842+78.0% | $4,048+25.0% | $3,952+28.0% |
| Admin fee / account holder | $12,398 | $4,557+172.0% | $6,066+104.4% | $6,260+98.1% |