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 | $82,943 | $88,083-5.8% | $164,813-49.7% | $74,495+11.3% |
| Participation rate | 47.8% | 73.0%-25.2pp | 78.6%-30.8pp | 67.2%-19.4pp |
| Annual return | 11.31% | 17.26%-6.0pp | 69.93%-58.6pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $920 | $2,593-64.5% | $4,341-78.8% | $2,623-64.9% |
| Participant deferral / active EE | $2,314 | $4,498-48.5% | $6,031-61.6% | $4,346-46.7% |
| Admin fee / account holder | $4,848 | $2,234+117.0% | $12,690-61.8% | $1,942+149.7% |