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 | $62,760 | $79,171-20.7% | $102,423-38.7% | $74,495-15.8% |
| Participation rate | 51.1% | 74.8%-23.7pp | 76.5%-25.4pp | 67.2%-16.1pp |
| Annual return | 10.81% | 54.93%-44.1pp | 29.32%-18.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,392 | $2,362-41.1% | $3,023-53.9% | $2,623-46.9% |
| Participant deferral / active EE | $2,601 | $4,415-41.1% | $5,053-48.5% | $4,346-40.2% |
| Admin fee / account holder | $2,859 | $2,001+42.9% | $9,451-69.8% | $1,942+47.2% |