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 | $71,203 | $81,248-12.4% | $155,509-54.2% | $80,856-11.9% |
| Participation rate | 4.0% | 66.2%-62.2pp | 78.2%-74.2pp | 67.6%-63.6pp |
| Annual return | 8.22% | 33.31%-25.1pp | 64.67%-56.4pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,078 | $3,100-65.2% | $4,672-76.9% | $2,755-60.9% |
| Participant deferral / active EE | $2,429 | $3,452-29.6% | $5,626-56.8% | $4,296-43.5% |
| Admin fee / account holder | $14,125 | $7,997+76.6% | $15,912-11.2% | $6,918+104.2% |