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 | $87,043 | $53,053+64.1% | $126,539-31.2% | $74,304+17.1% |
| Participation rate | 39.7% | 48.0%-8.3pp | 69.8%-30.1pp | 60.3%-20.6pp |
| Annual return | 12.34% | 29.46%-17.1pp | 425.95%-413.6pp | 29.43%-17.1pp |
| Employer contribution / active EE | $1,067 | $1,168-8.6% | $3,674-71.0% | $2,241-52.4% |
| Participant deferral / active EE | $1,956 | $2,303-15.1% | $4,083-52.1% | $3,767-48.1% |
| Admin fee / account holder | $374 | $3,698-89.9% | $6,065-93.8% | $2,969-87.4% |