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 | $68,456 | $73,823-7.3% | $379,746-82.0% | $73,488-6.8% |
| Participation rate | 64.8% | 73.1%-8.3pp | 78.4%-13.6pp | 70.7%-5.9pp |
| Annual return | 9.33% | 29.06%-19.7pp | 34.90%-25.6pp | 28.51%-19.2pp |
| Employer contribution / active EE | $934 | $2,472-62.2% | $3,540-73.6% | $2,270-58.9% |
| Participant deferral / active EE | $1,816 | $4,038-55.0% | $6,024-69.9% | $3,740-51.4% |
| Admin fee / account holder | $8,396 | $607+1283.0% | $7,927+5.9% | $513+1536.4% |