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 | $74,231 | $60,022+23.7% | $88,946-16.5% | $84,808-12.5% |
| Participation rate | 48.7% | 57.8%-9.1pp | 68.8%-20.1pp | 68.3%-19.6pp |
| Annual return | 12.38% | 22.43%-10.0pp | 57.82%-45.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,009 | $1,703+18.0% | $2,555-21.4% | $2,631-23.6% |
| Participant deferral / active EE | $3,536 | $3,114+13.6% | $4,581-22.8% | $4,212-16.0% |
| Admin fee / account holder | $1,407 | $4,811-70.7% | $8,261-83.0% | $7,344-80.8% |