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 | $50,985 | $58,264-12.5% | $86,612-41.1% | $71,457-28.6% |
| Participation rate | 43.2% | 65.0%-21.8pp | 71.7%-28.5pp | 67.9%-24.7pp |
| Annual return | 12.36% | 21.63%-9.3pp | 591.07%-578.7pp | 28.85%-16.5pp |
| Employer contribution / active EE | $1,054 | $2,574-59.1% | $3,022-65.1% | $2,588-59.3% |
| Participant deferral / active EE | $1,951 | $3,436-43.2% | $4,438-56.0% | $4,289-54.5% |
| Admin fee / account holder | $2,953 | $1,057+179.3% | $5,614-47.4% | $1,587+86.0% |