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 | $26,138 | $30,400-14.0% | $53,898-51.5% | $84,808-69.2% |
| Participation rate | 50.5% | 46.4%+4.1pp | 55.0%-4.4pp | 68.3%-17.8pp |
| Annual return | 10.72% | 500.19%-489.5pp | 528.60%-517.9pp | 40.90%-30.2pp |
| Employer contribution / active EE | $674 | $603+11.9% | $932-27.7% | $2,631-74.4% |
| Participant deferral / active EE | $1,508 | $1,199+25.8% | $1,826-17.4% | $4,212-64.2% |
| Admin fee / account holder | $5,326 | $1,993+167.2% | $2,491+113.8% | $7,344-27.5% |