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 | $59,427 | $51,175+16.1% | $70,515-15.7% | $75,163-20.9% |
| Participation rate | 45.2% | 60.9%-15.7pp | 68.3%-23.1pp | 67.2%-22.0pp |
| Annual return | 9.52% | 30.02%-20.5pp | 32.77%-23.3pp | 160.62%-151.1pp |
| Employer contribution / active EE | $806 | $1,826-55.9% | $2,973-72.9% | $2,670-69.8% |
| Participant deferral / active EE | $2,168 | $2,849-23.9% | $4,567-52.5% | $4,125-47.5% |
| Admin fee / account holder | $5,865 | $4,091+43.4% | $6,412-8.5% | $5,651+3.8% |