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 | $66,377 | $47,848+38.7% | $81,478-18.5% | $70,131-5.4% |
| Participation rate | 36.2% | 58.3%-22.1pp | 68.0%-31.8pp | 69.5%-33.3pp |
| Annual return | -0.19% | 27.25%-27.4pp | 38.78%-39.0pp | 73.14%-73.3pp |
| Employer contribution / active EE | $787 | $1,527-48.5% | $2,568-69.3% | $2,342-66.4% |
| Participant deferral / active EE | $3,860 | $2,453+57.4% | $3,537+9.1% | $3,332+15.9% |
| Admin fee / account holder | $1,960 | $3,145-37.7% | $4,561-57.0% | $4,645-57.8% |