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 | $77,138 | $70,908+8.8% | $98,907-22.0% | $73,488+5.0% |
| Participation rate | 45.1% | 73.8%-28.7pp | 76.0%-30.9pp | 70.7%-25.6pp |
| Annual return | 8.64% | 34.17%-25.5pp | 196.43%-187.8pp | 28.51%-19.9pp |
| Employer contribution / active EE | $1,012 | $2,036-50.3% | $2,689-62.4% | $2,270-55.4% |
| Participant deferral / active EE | $2,733 | $3,500-21.9% | $4,244-35.6% | $3,740-26.9% |
| Admin fee / account holder | $4,073 | $535+661.5% | $6,642-38.7% | $513+693.9% |