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 | $97,828 | $67,606+44.7% | $82,313+18.8% | $70,131+39.5% |
| Participation rate | 63.3% | 72.8%-9.5pp | 76.9%-13.6pp | 69.5%-6.3pp |
| Annual return | 12.06% | 21.57%-9.5pp | 25.88%-13.8pp | 73.14%-61.1pp |
| Employer contribution / active EE | $573 | $1,755-67.4% | $2,428-76.4% | $2,342-75.6% |
| Participant deferral / active EE | $3,361 | $2,987+12.5% | $3,706-9.3% | $3,332+0.9% |
| Admin fee / account holder | $13,385 | $4,512+196.7% | $5,608+138.7% | $4,645+188.1% |