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 | $67,707 | $48,795+38.8% | $65,493+3.4% | $84,808-20.2% |
| Participation rate | 50.6% | 67.0%-16.4pp | 73.1%-22.5pp | 68.3%-17.7pp |
| Annual return | 10.37% | 20.20%-9.8pp | 982.45%-972.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $454 | $1,930-76.5% | $2,574-82.4% | $2,631-82.8% |
| Participant deferral / active EE | $2,180 | $2,928-25.6% | $3,961-45.0% | $4,212-48.2% |
| Admin fee / account holder | $3,203 | $3,877-17.4% | $5,028-36.3% | $7,344-56.4% |