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 | $59,309 | $65,409-9.3% | $98,442-39.8% | $85,850-30.9% |
| Participation rate | 54.4% | 65.0%-10.6pp | 73.3%-19.0pp | 69.3%-14.9pp |
| Annual return | 7.32% | 21.76%-14.4pp | 1492.73%-1485.4pp | 318.53%-311.2pp |
| Employer contribution / active EE | $1,083 | $2,168-50.0% | $2,960-63.4% | $2,565-57.8% |
| Participant deferral / active EE | $3,935 | $3,166+24.3% | $4,276-8.0% | $3,952-0.4% |
| Admin fee / account holder | $10,257 | $4,593+123.3% | $5,949+72.4% | $6,260+63.9% |