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 | $78,256 | $55,706+40.5% | $75,886+3.1% | $72,985+7.2% |
| Participation rate | 54.7% | 61.1%-6.4pp | 69.3%-14.6pp | 69.5%-14.8pp |
| Annual return | 1.21% | 27.59%-26.4pp | 30.76%-29.5pp | 81.00%-79.8pp |
| Employer contribution / active EE | $1,050 | $1,687-37.8% | $2,500-58.0% | $2,440-57.0% |
| Participant deferral / active EE | $2,843 | $2,634+8.0% | $3,603-21.1% | $3,607-21.2% |
| Admin fee / account holder | $1,052 | $3,978-73.6% | $5,418-80.6% | $5,124-79.5% |