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 | $74,681 | $63,904+16.9% | $89,340-16.4% | $67,986+9.8% |
| Participation rate | 53.7% | 54.3%-0.7pp | 69.6%-15.9pp | 57.2%-3.5pp |
| Annual return | 11.36% | 18.09%-6.7pp | 20.57%-9.2pp | 31.67%-20.3pp |
| Employer contribution / active EE | $2,226 | $1,627+36.8% | $2,231-0.2% | $2,019+10.3% |
| Participant deferral / active EE | $2,990 | $2,691+11.1% | $3,823-21.8% | $3,358-11.0% |
| Admin fee / account holder | $7,535 | $3,315+127.3% | $6,704+12.4% | $3,203+135.2% |