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 | $57,639 | $57,541+0.2% | $95,745-39.8% | $75,163-23.3% |
| Participation rate | 48.9% | 62.5%-13.6pp | 72.3%-23.4pp | 67.2%-18.3pp |
| Annual return | 6.53% | 34.93%-28.4pp | 28.35%-21.8pp | 160.62%-154.1pp |
| Employer contribution / active EE | $1,246 | $1,808-31.0% | $2,835-56.0% | $2,670-53.3% |
| Participant deferral / active EE | $1,793 | $3,074-41.7% | $4,245-57.8% | $4,125-56.5% |
| Admin fee / account holder | $1,542 | $4,099-62.4% | $5,678-72.8% | $5,651-72.7% |