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 | $61,499 | $52,279+17.6% | $89,391-31.2% | $79,858-23.0% |
| Participation rate | 34.4% | 57.5%-23.1pp | 68.0%-33.6pp | 69.6%-35.2pp |
| Annual return | 3.85% | 22.16%-18.3pp | 245.62%-241.8pp | 31.71%-27.9pp |
| Employer contribution / active EE | $948 | $1,572-39.7% | $2,586-63.3% | $2,471-61.6% |
| Participant deferral / active EE | $1,552 | $2,740-43.4% | $3,890-60.1% | $3,740-58.5% |
| Admin fee / account holder | $3,227 | $3,356-3.9% | $4,881-33.9% | $5,306-39.2% |