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 | $82,334 | $63,346+30.0% | $92,233-10.7% | $70,131+17.4% |
| Participation rate | 61.2% | 68.7%-7.4pp | 76.5%-15.3pp | 69.5%-8.3pp |
| Annual return | 7.35% | 530.12%-522.8pp | 176.28%-168.9pp | 73.14%-65.8pp |
| Employer contribution / active EE | $1,113 | $2,471-55.0% | $3,679-69.7% | $2,342-52.5% |
| Participant deferral / active EE | $2,424 | $2,854-15.1% | $3,897-37.8% | $3,332-27.2% |
| Admin fee / account holder | $2,427 | $3,840-36.8% | $5,194-53.3% | $4,645-47.7% |