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 | $61,644 | $53,777+14.6% | $134,143-54.0% | $79,858-22.8% |
| Participation rate | 51.2% | 58.8%-7.6pp | 72.2%-21.0pp | 69.6%-18.4pp |
| Annual return | 9.12% | 19.01%-9.9pp | 36.33%-27.2pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,132 | $1,321-14.4% | $3,704-69.4% | $2,471-54.2% |
| Participant deferral / active EE | $2,892 | $2,420+19.5% | $3,499-17.3% | $3,740-22.7% |
| Admin fee / account holder | $21,652 | $3,984+443.5% | $6,684+223.9% | $5,306+308.1% |