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 | $53,123 | $60,892-12.8% | $82,389-35.5% | $84,808-37.4% |
| Participation rate | 47.6% | 63.3%-15.6pp | 69.5%-21.9pp | 68.3%-20.7pp |
| Annual return | 10.07% | 37.29%-27.2pp | 28.67%-18.6pp | 40.90%-30.8pp |
| Employer contribution / active EE | $695 | $1,779-60.9% | $2,517-72.4% | $2,631-73.6% |
| Participant deferral / active EE | $2,997 | $3,179-5.7% | $4,155-27.9% | $4,212-28.8% |
| Admin fee / account holder | $14,424 | $5,467+163.8% | $7,231+99.5% | $7,344+96.4% |