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 | $68,484 | $78,705-13.0% | $117,854-41.9% | $70,131-2.3% |
| Participation rate | 63.0% | 73.2%-10.2pp | 79.7%-16.7pp | 69.5%-6.6pp |
| Annual return | 8.79% | 23.30%-14.5pp | 335.08%-326.3pp | 73.14%-64.3pp |
| Employer contribution / active EE | $2,054 | $2,223-7.6% | $3,786-45.7% | $2,342-12.3% |
| Participant deferral / active EE | $5,372 | $3,297+62.9% | $4,482+19.9% | $3,332+61.2% |
| Admin fee / account holder | $20,329 | $5,065+301.3% | $8,020+153.5% | $4,645+337.6% |