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 | $64,206 | $58,208+10.3% | $81,812-21.5% | $80,856-20.6% |
| Participation rate | 28.4% | 63.4%-35.1pp | 72.3%-44.0pp | 67.6%-39.3pp |
| Annual return | 6.29% | 41.66%-35.4pp | 773.79%-767.5pp | 35.59%-29.3pp |
| Employer contribution / active EE | $766 | $2,340-67.3% | $2,912-73.7% | $2,755-72.2% |
| Participant deferral / active EE | $2,154 | $3,281-34.3% | $4,319-50.1% | $4,296-49.9% |
| Admin fee / account holder | $30,252 | $4,981+507.3% | $7,386+309.6% | $6,918+337.3% |