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 | $56,192 | $48,076+16.9% | $78,689-28.6% | $62,891-10.7% |
| Participation rate | 38.9% | 65.2%-26.3pp | 73.6%-34.7pp | 69.3%-30.4pp |
| Annual return | 3.51% | 31.35%-27.8pp | 62.18%-58.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $580 | $2,015-71.2% | $2,851-79.7% | $2,281-74.6% |
| Participant deferral / active EE | $826 | $2,588-68.1% | $3,517-76.5% | $3,203-74.2% |
| Admin fee / account holder | $31,467 | $3,207+881.1% | $4,510+597.7% | $4,296+632.6% |