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 | $81,433 | $86,929-6.3% | $102,423-20.5% | $80,856+0.7% |
| Participation rate | 21.9% | 72.4%-50.5pp | 76.5%-54.6pp | 67.6%-45.8pp |
| Annual return | 10.28% | 18.88%-8.6pp | 29.32%-19.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $759 | $2,369-68.0% | $3,023-74.9% | $2,755-72.5% |
| Participant deferral / active EE | $2,473 | $4,118-40.0% | $5,053-51.1% | $4,296-42.4% |
| Admin fee / account holder | $48,057 | $8,049+497.1% | $9,451+408.5% | $6,918+594.7% |