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 | $58,752 | $65,561-10.4% | $86,188-31.8% | $75,163-21.8% |
| Participation rate | 48.8% | 60.5%-11.7pp | 69.0%-20.1pp | 67.2%-18.4pp |
| Annual return | 11.88% | 46.05%-34.2pp | 1168.45%-1156.6pp | 160.62%-148.7pp |
| Employer contribution / active EE | $774 | $1,553-50.1% | $2,380-67.5% | $2,670-71.0% |
| Participant deferral / active EE | $3,102 | $3,024+2.6% | $3,985-22.2% | $4,125-24.8% |
| Admin fee / account holder | $18,314 | $5,474+234.6% | $6,852+167.3% | $5,651+224.1% |