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 | $52,836 | $60,488-12.7% | $109,895-51.9% | $79,386-33.4% |
| Participation rate | 35.5% | 67.0%-31.5pp | 74.2%-38.7pp | 70.7%-35.2pp |
| Annual return | 11.39% | 189.57%-178.2pp | 29.45%-18.1pp | 116.85%-105.5pp |
| Employer contribution / active EE | $552 | $1,649-66.5% | $2,842-80.6% | $2,427-77.3% |
| Participant deferral / active EE | $1,689 | $3,220-47.6% | $4,048-58.3% | $4,046-58.3% |
| Admin fee / account holder | $4,925 | $605+714.6% | $6,066-18.8% | $626+686.2% |