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 | $65,628 | $52,580+24.8% | $71,671-8.4% | $70,131-6.4% |
| Participation rate | 56.1% | 60.9%-4.8pp | 68.7%-12.7pp | 69.5%-13.5pp |
| Annual return | 7.67% | 20.25%-12.6pp | 20.65%-13.0pp | 73.14%-65.5pp |
| Employer contribution / active EE | $288 | $1,616-82.2% | $2,460-88.3% | $2,342-87.7% |
| Participant deferral / active EE | $2,498 | $2,386+4.7% | $3,438-27.3% | $3,332-25.0% |
| Admin fee / account holder | $9,875 | $3,653+170.3% | $5,558+77.7% | $4,645+112.6% |