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 | $37,444 | $46,553-19.6% | $64,056-41.5% | $75,163-50.2% |
| Participation rate | 42.9% | 65.9%-23.1pp | 72.3%-29.4pp | 67.2%-24.3pp |
| Annual return | 10.42% | 26.03%-15.6pp | 33.69%-23.3pp | 160.62%-150.2pp |
| Employer contribution / active EE | $1,675 | $1,974-15.1% | $2,747-39.0% | $2,670-37.3% |
| Participant deferral / active EE | $3,177 | $2,837+12.0% | $3,880-18.1% | $4,125-23.0% |
| Admin fee / account holder | $13,813 | $2,952+367.9% | $3,068+350.2% | $5,651+144.4% |