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 | $69,939 | $54,541+28.2% | $78,778-11.2% | $70,131-0.3% |
| Participation rate | 55.8% | 60.8%-5.0pp | 69.2%-13.3pp | 69.5%-13.7pp |
| Annual return | 11.10% | 21.07%-10.0pp | 35.62%-24.5pp | 73.14%-62.0pp |
| Employer contribution / active EE | $261 | $1,089-76.0% | $1,986-86.9% | $2,342-88.9% |
| Participant deferral / active EE | $1,789 | $2,210-19.1% | $2,958-39.5% | $3,332-46.3% |
| Admin fee / account holder | $987 | $3,709-73.4% | $5,134-80.8% | $4,645-78.8% |