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 | $93,208 | $95,803-2.7% | $113,168-17.6% | $84,808+9.9% |
| Participation rate | 43.3% | 72.9%-29.5pp | 76.6%-33.2pp | 68.3%-25.0pp |
| Annual return | 9.34% | 25.00%-15.7pp | 24.27%-14.9pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,116 | $2,360-52.7% | $2,975-62.5% | $2,631-57.6% |
| Participant deferral / active EE | $3,746 | $4,242-11.7% | $5,107-26.7% | $4,212-11.1% |
| Admin fee / account holder | $26,454 | $8,989+194.3% | $12,068+119.2% | $7,344+260.2% |