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 | $65,366 | $55,706+17.3% | $75,886-13.9% | $72,985-10.4% |
| Participation rate | 56.1% | 61.1%-5.1pp | 69.3%-13.2pp | 69.5%-13.4pp |
| Annual return | 11.39% | 27.59%-16.2pp | 30.76%-19.4pp | 81.00%-69.6pp |
| Employer contribution / active EE | $304 | $1,687-82.0% | $2,500-87.9% | $2,440-87.6% |
| Participant deferral / active EE | $3,128 | $2,634+18.8% | $3,603-13.2% | $3,607-13.3% |
| Admin fee / account holder | $7,431 | $3,978+86.8% | $5,418+37.1% | $5,124+45.0% |