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 | $50,687 | $71,050-28.7% | $93,606-45.9% | $80,856-37.3% |
| Participation rate | 43.8% | 60.4%-16.7pp | 68.7%-25.0pp | 67.6%-23.9pp |
| Annual return | 8.63% | 11.26%-2.6pp | 133.20%-124.6pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,040 | $1,564-33.5% | $2,420-57.0% | $2,755-62.2% |
| Participant deferral / active EE | $2,012 | $4,034-50.1% | $4,411-54.4% | $4,296-53.2% |
| Admin fee / account holder | $13,349 | $6,945+92.2% | $8,285+61.1% | $6,918+93.0% |