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 | $60,882 | $61,272-0.6% | $149,673-59.3% | $71,457-14.8% |
| Participation rate | 49.0% | 62.5%-13.5pp | 78.8%-29.7pp | 67.9%-18.9pp |
| Annual return | 7.16% | 35.85%-28.7pp | 134.42%-127.3pp | 28.85%-21.7pp |
| Employer contribution / active EE | $902 | $2,378-62.1% | $4,818-81.3% | $2,588-65.1% |
| Participant deferral / active EE | $1,352 | $2,917-53.7% | $5,680-76.2% | $4,289-68.5% |
| Admin fee / account holder | $2,091 | $1,261+65.8% | $13,210-84.2% | $1,587+31.7% |