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 | $99,705 | $81,248+22.7% | $155,509-35.9% | $80,856+23.3% |
| Participation rate | 51.7% | 66.2%-14.5pp | 78.2%-26.5pp | 67.6%-15.9pp |
| Annual return | 8.61% | 33.31%-24.7pp | 64.67%-56.1pp | 35.59%-27.0pp |
| Employer contribution / active EE | $424 | $3,100-86.3% | $4,672-90.9% | $2,755-84.6% |
| Participant deferral / active EE | $3,228 | $3,452-6.5% | $5,626-42.6% | $4,296-24.9% |
| Admin fee / account holder | $42,947 | $7,997+437.0% | $15,912+169.9% | $6,918+520.8% |