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 | $46,113 | $54,541-15.5% | $78,778-41.5% | $70,131-34.2% |
| Participation rate | 65.9% | 60.8%+5.1pp | 69.2%-3.3pp | 69.5%-3.7pp |
| Annual return | 10.86% | 21.07%-10.2pp | 35.62%-24.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $621 | $1,089-42.9% | $1,986-68.7% | $2,342-73.5% |
| Participant deferral / active EE | $1,553 | $2,210-29.8% | $2,958-47.5% | $3,332-53.4% |
| Admin fee / account holder | $3,783 | $3,709+2.0% | $5,134-26.3% | $4,645-18.6% |