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 | $57,590+28.9% | $86,233-13.9% | $82,448-10.0% |
| Participation rate | 48.7% | 57.9%-9.1pp | 69.0%-20.3pp | 68.1%-19.3pp |
| Annual return | 12.38% | 22.41%-10.0pp | 61.39%-49.0pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,009 | $1,655+21.4% | $2,504-19.8% | $2,551-21.2% |
| Participant deferral / active EE | $3,536 | $3,080+14.8% | $4,559-22.4% | $4,139-14.6% |
| Admin fee / account holder | $1,407 | $4,730-70.2% | $8,342-83.1% | $7,234-80.5% |