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 | $58,414 | $51,638+13.1% | $68,368-14.6% | $82,448-29.2% |
| Participation rate | 59.4% | 63.6%-4.2pp | 73.8%-14.4pp | 68.1%-8.7pp |
| Annual return | 12.30% | 37.53%-25.2pp | 292.57%-280.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $537 | $2,047-73.8% | $2,649-79.7% | $2,551-78.9% |
| Participant deferral / active EE | $1,444 | $2,914-50.4% | $4,123-65.0% | $4,139-65.1% |
| Admin fee / account holder | $2,154 | $4,643-53.6% | $5,150-58.2% | $7,234-70.2% |