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 | $64,341 | $49,227+30.7% | $70,449-8.7% | $79,858-19.4% |
| Participation rate | 52.5% | 69.2%-16.7pp | 75.1%-22.6pp | 69.6%-17.1pp |
| Annual return | 1.88% | 30.06%-28.2pp | 109.03%-107.2pp | 31.71%-29.8pp |
| Employer contribution / active EE | $1,093 | $2,099-47.9% | $2,737-60.1% | $2,471-55.8% |
| Participant deferral / active EE | $2,938 | $2,768+6.2% | $3,709-20.8% | $3,740-21.4% |
| Admin fee / account holder | $4,138 | $2,878+43.8% | $3,845+7.6% | $5,306-22.0% |