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 | $83,532 | $68,914+21.2% | $136,749-38.9% | $74,304+12.4% |
| Participation rate | 50.0% | 51.3%-1.3pp | 72.1%-22.1pp | 60.3%-10.3pp |
| Annual return | 9.82% | 16.34%-6.5pp | 24.33%-14.5pp | 29.43%-19.6pp |
| Employer contribution / active EE | $1,055 | $1,561-32.5% | $3,400-69.0% | $2,241-52.9% |
| Participant deferral / active EE | $1,601 | $2,541-37.0% | $4,692-65.9% | $3,767-57.5% |
| Admin fee / account holder | $1,609 | $3,149-48.9% | $11,386-85.9% | $2,969-45.8% |