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 | $129,684 | $80,717+60.7% | $154,803-16.2% | $84,808+52.9% |
| Participation rate | 45.0% | 66.8%-21.8pp | 78.1%-33.1pp | 68.3%-23.3pp |
| Annual return | 12.71% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $890 | $2,761-67.8% | $4,305-79.3% | $2,631-66.2% |
| Participant deferral / active EE | $1,476 | $3,303-55.3% | $5,540-73.4% | $4,212-65.0% |
| Admin fee / account holder | $5,615 | $6,746-16.8% | $14,329-60.8% | $7,344-23.5% |