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 | $45,399 | $68,547-33.8% | $120,354-62.3% | $80,856-43.9% |
| Participation rate | 42.9% | 61.6%-18.7pp | 71.9%-29.1pp | 67.6%-24.8pp |
| Annual return | 9.47% | 23.60%-14.1pp | 107.15%-97.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,265 | $2,051-38.4% | $3,463-63.5% | $2,755-54.1% |
| Participant deferral / active EE | $1,759 | $3,173-44.6% | $4,991-64.8% | $4,296-59.1% |
| Admin fee / account holder | $18,496 | $5,732+222.7% | $9,423+96.3% | $6,918+167.4% |