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 | $49,728 | $52,580-5.4% | $71,671-30.6% | $70,131-29.1% |
| Participation rate | 65.2% | 60.9%+4.3pp | 68.7%-3.5pp | 69.5%-4.3pp |
| Annual return | 10.08% | 20.25%-10.2pp | 20.65%-10.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $603 | $1,616-62.7% | $2,460-75.5% | $2,342-74.3% |
| Participant deferral / active EE | $1,849 | $2,386-22.5% | $3,438-46.2% | $3,332-44.5% |
| Admin fee / account holder | $1,050 | $3,653-71.3% | $5,558-81.1% | $4,645-77.4% |