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 | $95,054 | $81,460+16.7% | $103,333-8.0% | $80,856+17.6% |
| Participation rate | 58.6% | 66.8%-8.2pp | 74.5%-15.9pp | 67.6%-9.0pp |
| Annual return | 5.28% | 25.55%-20.3pp | 24.88%-19.6pp | 35.59%-30.3pp |
| Employer contribution / active EE | $1,314 | $3,105-57.7% | $3,868-66.0% | $2,755-52.3% |
| Participant deferral / active EE | $2,262 | $3,869-41.5% | $5,057-55.3% | $4,296-47.3% |
| Admin fee / account holder | $4,118 | $6,566-37.3% | $8,355-50.7% | $6,918-40.5% |