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 | $60,022-23.5% | $88,946-48.4% | $84,808-45.9% |
| Participation rate | 34.2% | 57.8%-23.6pp | 68.8%-34.6pp | 68.3%-34.1pp |
| Annual return | 11.47% | 22.43%-11.0pp | 57.82%-46.3pp | 40.90%-29.4pp |
| Employer contribution / active EE | $870 | $1,703-48.9% | $2,555-66.0% | $2,631-66.9% |
| Participant deferral / active EE | $1,414 | $3,114-54.6% | $4,581-69.1% | $4,212-66.4% |
| Admin fee / account holder | $74,025 | $4,811+1438.7% | $8,261+796.1% | $7,344+908.0% |