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 | $66,300 | $57,590+15.1% | $86,233-23.1% | $82,448-19.6% |
| Participation rate | 23.6% | 57.9%-34.2pp | 69.0%-45.4pp | 68.1%-44.4pp |
| Annual return | 12.31% | 22.41%-10.1pp | 61.39%-49.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,427 | $1,655-13.8% | $2,504-43.0% | $2,551-44.1% |
| Participant deferral / active EE | $3,469 | $3,080+12.6% | $4,559-23.9% | $4,139-16.2% |
| Admin fee / account holder | $6,208 | $4,730+31.2% | $8,342-25.6% | $7,234-14.2% |