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 | $54,705+6.8% | $71,209-18.0% | $84,808-31.1% |
| Participation rate | 59.4% | 64.1%-4.7pp | 73.8%-14.4pp | 68.3%-8.9pp |
| Annual return | 12.30% | 35.90%-23.6pp | 282.51%-270.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $537 | $2,158-75.1% | $2,721-80.3% | $2,631-79.6% |
| Participant deferral / active EE | $1,444 | $3,030-52.4% | $4,175-65.4% | $4,212-65.7% |
| Admin fee / account holder | $2,154 | $4,863-55.7% | $5,349-59.7% | $7,344-70.7% |