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 | $81,002 | $77,896+4.0% | $134,172-39.6% | $82,448-1.8% |
| Participation rate | 51.4% | 62.8%-11.4pp | 72.5%-21.1pp | 68.1%-16.7pp |
| Annual return | 4.21% | 18.21%-14.0pp | 25.30%-21.1pp | 41.64%-37.4pp |
| Employer contribution / active EE | $984 | $2,159-54.4% | $3,420-71.2% | $2,551-61.4% |
| Participant deferral / active EE | $3,972 | $3,162+25.6% | $4,690-15.3% | $4,139-4.0% |
| Admin fee / account holder | $63,494 | $6,336+902.1% | $12,016+428.4% | $7,234+777.7% |