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 | $83,509 | $81,248+2.8% | $155,509-46.3% | $80,856+3.3% |
| Participation rate | 20.0% | 66.2%-46.2pp | 78.2%-58.2pp | 67.6%-47.6pp |
| Annual return | 8.25% | 33.31%-25.1pp | 64.67%-56.4pp | 35.59%-27.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,254 | $3,452-63.7% | $5,626-77.7% | $4,296-70.8% |
| Admin fee / account holder | $43,574 | $7,997+444.9% | $15,912+173.8% | $6,918+529.9% |