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 | $63,369 | $54,541+16.2% | $78,778-19.6% | $70,131-9.6% |
| Participation rate | 53.2% | 60.8%-7.6pp | 69.2%-16.0pp | 69.5%-16.3pp |
| Annual return | 10.69% | 21.07%-10.4pp | 35.62%-24.9pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,137 | $1,089+4.4% | $1,986-42.8% | $2,342-51.5% |
| Participant deferral / active EE | $2,119 | $2,210-4.1% | $2,958-28.4% | $3,332-36.4% |
| Admin fee / account holder | $1,479 | $3,709-60.1% | $5,134-71.2% | $4,645-68.2% |