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 | $60,803 | $58,694+3.6% | $142,863-57.4% | $85,850-29.2% |
| Participation rate | 55.6% | 58.5%-2.9pp | 71.9%-16.4pp | 69.3%-13.8pp |
| Annual return | 9.06% | 27.72%-18.7pp | 5637.54%-5628.5pp | 318.53%-309.5pp |
| Employer contribution / active EE | $1,167 | $1,423-17.9% | $4,144-71.8% | $2,565-54.5% |
| Participant deferral / active EE | $3,042 | $2,607+16.7% | $3,837-20.7% | $3,952-23.0% |
| Admin fee / account holder | $17,248 | $4,239+306.9% | $6,560+162.9% | $6,260+175.5% |