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 | $77,169 | $64,324+20.0% | $118,925-35.1% | $79,858-3.4% |
| Participation rate | 55.2% | 64.9%-9.7pp | 75.4%-20.2pp | 69.6%-14.5pp |
| Annual return | 9.56% | 86.45%-76.9pp | 35.88%-26.3pp | 31.71%-22.2pp |
| Employer contribution / active EE | $963 | $1,836-47.5% | $3,263-70.5% | $2,471-61.0% |
| Participant deferral / active EE | $1,532 | $2,824-45.8% | $4,265-64.1% | $3,740-59.1% |
| Admin fee / account holder | $9,656 | $4,040+139.0% | $6,581+46.7% | $5,306+82.0% |