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 | $68,155 | $85,202-20.0% | $172,739-60.5% | $72,985-6.6% |
| Participation rate | 62.1% | 70.1%-8.0pp | 82.6%-20.6pp | 69.5%-7.4pp |
| Annual return | 14.43% | 27.32%-12.9pp | 802.84%-788.4pp | 81.00%-66.6pp |
| Employer contribution / active EE | $1,302 | $3,324-60.8% | $5,143-74.7% | $2,440-46.6% |
| Participant deferral / active EE | $1,666 | $3,260-48.9% | $5,198-67.9% | $3,607-53.8% |
| Admin fee / account holder | $6,184 | $5,884+5.1% | $13,954-55.7% | $5,124+20.7% |