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 | $57,050 | $49,138+16.1% | $84,015-32.1% | $65,185-12.5% |
| Participation rate | 38.8% | 60.7%-21.9pp | 69.0%-30.2pp | 70.2%-31.4pp |
| Annual return | 1.20% | 23.00%-21.8pp | 71.31%-70.1pp | 29.38%-28.2pp |
| Employer contribution / active EE | $504 | $914-44.9% | $1,983-74.6% | $2,177-76.9% |
| Participant deferral / active EE | $1,273 | $2,397-46.9% | $3,239-60.7% | $3,514-63.8% |
| Admin fee / account holder | $3,616 | $543+565.5% | $6,101-40.7% | $847+326.9% |