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 | $76,379 | $57,590+32.6% | $86,233-11.4% | $82,448-7.4% |
| Participation rate | 35.3% | 57.9%-22.6pp | 69.0%-33.7pp | 68.1%-32.8pp |
| Annual return | 13.53% | 22.41%-8.9pp | 61.39%-47.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $502 | $1,655-69.7% | $2,504-80.0% | $2,551-80.3% |
| Participant deferral / active EE | $876 | $3,080-71.6% | $4,559-80.8% | $4,139-78.8% |
| Admin fee / account holder | $3,828 | $4,730-19.1% | $8,342-54.1% | $7,234-47.1% |