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 | $75,394 | $76,552-1.5% | $123,892-39.1% | $62,891+19.9% |
| Participation rate | 40.7% | 73.0%-32.2pp | 81.4%-40.7pp | 69.3%-28.6pp |
| Annual return | 5.75% | 18.68%-12.9pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,594 | $2,883-44.7% | $4,617-65.5% | $2,281-30.1% |
| Participant deferral / active EE | $5,143 | $4,840+6.3% | $5,984-14.1% | $3,203+60.6% |
| Admin fee / account holder | $29,420 | $4,826+509.7% | $8,357+252.0% | $4,296+584.9% |