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 | $72,511 | $63,346+14.5% | $92,233-21.4% | $70,131+3.4% |
| Participation rate | 51.4% | 68.7%-17.2pp | 76.5%-25.1pp | 69.5%-18.1pp |
| Annual return | 9.65% | 530.12%-520.5pp | 176.28%-166.6pp | 73.14%-63.5pp |
| Employer contribution / active EE | $1,588 | $2,471-35.8% | $3,679-56.9% | $2,342-32.2% |
| Participant deferral / active EE | $3,420 | $2,854+19.9% | $3,897-12.2% | $3,332+2.7% |
| Admin fee / account holder | $1,295 | $3,840-66.3% | $5,194-75.1% | $4,645-72.1% |