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 | $80,458 | $70,428+14.2% | $96,562-16.7% | $85,850-6.3% |
| Participation rate | 53.1% | 61.8%-8.7pp | 69.8%-16.7pp | 69.3%-16.2pp |
| Annual return | 9.99% | 18.59%-8.6pp | 37.78%-27.8pp | 318.53%-308.5pp |
| Employer contribution / active EE | $915 | $1,413-35.2% | $2,356-61.2% | $2,565-64.3% |
| Participant deferral / active EE | $4,099 | $2,894+41.7% | $3,849+6.5% | $3,952+3.7% |
| Admin fee / account holder | $19,135 | $4,997+282.9% | $6,181+209.6% | $6,260+205.7% |