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 | $85,623 | $63,764+34.3% | $81,930+4.5% | $79,858+7.2% |
| Participation rate | 39.3% | 67.5%-28.2pp | 72.0%-32.7pp | 69.6%-30.3pp |
| Annual return | 9.86% | 22.66%-12.8pp | 29.49%-19.6pp | 31.71%-21.9pp |
| Employer contribution / active EE | $1,288 | $1,795-28.3% | $4,310-70.1% | $2,471-47.9% |
| Participant deferral / active EE | $2,625 | $2,780-5.6% | $7,107-63.1% | $3,740-29.8% |
| Admin fee / account holder | $2,720 | $4,426-38.6% | $5,158-47.3% | $5,306-48.7% |