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 | $65,294 | $59,097+10.5% | $82,389-20.7% | $74,304-12.1% |
| Participation rate | 36.3% | 52.8%-16.5pp | 69.5%-33.3pp | 60.3%-24.1pp |
| Annual return | 10.46% | 22.85%-12.4pp | 28.67%-18.2pp | 29.43%-19.0pp |
| Employer contribution / active EE | $960 | $1,601-40.1% | $2,517-61.9% | $2,241-57.2% |
| Participant deferral / active EE | $2,828 | $2,775+1.9% | $4,155-31.9% | $3,767-24.9% |
| Admin fee / account holder | $10,317 | $4,489+129.8% | $7,231+42.7% | $2,969+247.5% |