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 | $45,890 | $57,590-20.3% | $86,233-46.8% | $82,448-44.3% |
| Participation rate | 34.2% | 57.9%-23.7pp | 69.0%-34.8pp | 68.1%-33.9pp |
| Annual return | 11.47% | 22.41%-10.9pp | 61.39%-49.9pp | 41.64%-30.2pp |
| Employer contribution / active EE | $870 | $1,655-47.5% | $2,504-65.3% | $2,551-65.9% |
| Participant deferral / active EE | $1,414 | $3,080-54.1% | $4,559-69.0% | $4,139-65.8% |
| Admin fee / account holder | $74,025 | $4,730+1464.9% | $8,342+787.4% | $7,234+923.2% |