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 | $80,154 | $71,050+12.8% | $93,606-14.4% | $80,856-0.9% |
| Participation rate | 58.6% | 60.4%-1.8pp | 68.7%-10.1pp | 67.6%-9.0pp |
| Annual return | 9.95% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $653 | $1,564-58.2% | $2,420-73.0% | $2,755-76.3% |
| Participant deferral / active EE | $3,720 | $4,034-7.8% | $4,411-15.7% | $4,296-13.4% |
| Admin fee / account holder | $4,646 | $6,945-33.1% | $8,285-43.9% | $6,918-32.8% |