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 | $83,965 | $78,926+6.4% | $136,749-38.6% | $84,808-1.0% |
| Participation rate | 52.9% | 62.2%-9.2pp | 72.1%-19.2pp | 68.3%-15.4pp |
| Annual return | 12.43% | 18.17%-5.7pp | 24.33%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,219 | $2,134-42.9% | $3,400-64.1% | $2,631-53.7% |
| Participant deferral / active EE | $2,385 | $3,168-24.7% | $4,692-49.2% | $4,212-43.4% |
| Admin fee / account holder | $2,959 | $6,369-53.5% | $11,386-74.0% | $7,344-59.7% |