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 | $53,184 | $51,604+3.1% | $129,295-58.9% | $80,874-34.2% |
| Participation rate | 44.7% | 57.0%-12.2pp | 69.6%-24.9pp | 67.6%-22.9pp |
| Annual return | 9.21% | 20.76%-11.6pp | 9429.28%-9420.1pp | 35.62%-26.4pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,452 | $2,670-8.2% | $4,169-41.2% | $4,297-42.9% |
| Admin fee / account holder | $5,968 | $4,310+38.5% | $7,665-22.1% | $6,935-14.0% |