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 | $66,678 | $54,705+21.9% | $71,209-6.4% | $84,808-21.4% |
| Participation rate | 45.5% | 64.1%-18.6pp | 73.8%-28.3pp | 68.3%-22.9pp |
| Annual return | 9.37% | 35.90%-26.5pp | 282.51%-273.1pp | 40.90%-31.5pp |
| Employer contribution / active EE | $854 | $2,158-60.4% | $2,721-68.6% | $2,631-67.5% |
| Participant deferral / active EE | $5,980 | $3,030+97.3% | $4,175+43.2% | $4,212+42.0% |
| Admin fee / account holder | $10,856 | $4,863+123.2% | $5,349+103.0% | $7,344+47.8% |