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 | $78,286 | $60,892+28.6% | $82,389-5.0% | $84,808-7.7% |
| Participation rate | 49.4% | 63.3%-13.9pp | 69.5%-20.2pp | 68.3%-19.0pp |
| Annual return | 11.68% | 37.29%-25.6pp | 28.67%-17.0pp | 40.90%-29.2pp |
| Employer contribution / active EE | $400 | $1,779-77.5% | $2,517-84.1% | $2,631-84.8% |
| Participant deferral / active EE | $2,604 | $3,179-18.1% | $4,155-37.3% | $4,212-38.2% |
| Admin fee / account holder | $6,906 | $5,467+26.3% | $7,231-4.5% | $7,344-6.0% |