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 | $78,302 | $60,349+29.7% | $74,183+5.6% | $62,891+24.5% |
| Participation rate | 61.1% | 72.7%-11.6pp | 76.6%-15.5pp | 69.3%-8.2pp |
| Annual return | 4.51% | 21.37%-16.9pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,342 | $1,680-20.1% | $2,370-43.4% | $2,281-41.2% |
| Participant deferral / active EE | $3,044 | $2,856+6.6% | $3,550-14.2% | $3,203-5.0% |
| Admin fee / account holder | $1,986 | $4,261-53.4% | $5,586-64.5% | $4,296-53.8% |