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 | $69,597 | $117,841-40.9% | $102,423-32.0% | $145,922-52.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 7.10% | 31.65%-24.6pp | 29.32%-22.2pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,414 | $3,615-60.9% | $3,023-53.2% | $4,660-69.7% |
| Participant deferral / active EE | $5,174 | $5,731-9.7% | $5,053+2.4% | $6,688-22.6% |
| Admin fee / account holder | $2,878 | $13,326-78.4% | $9,451-69.5% | $13,397-78.5% |