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 | $79,274 | $71,050+11.6% | $93,606-15.3% | $80,856-2.0% |
| Participation rate | 45.3% | 60.4%-15.1pp | 68.7%-23.4pp | 67.6%-22.4pp |
| Annual return | 9.65% | 11.26%-1.6pp | 133.20%-123.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $459 | $1,564-70.7% | $2,420-81.1% | $2,755-83.4% |
| Participant deferral / active EE | $2,712 | $4,034-32.8% | $4,411-38.5% | $4,296-36.9% |
| Admin fee / account holder | $1,035 | $6,945-85.1% | $8,285-87.5% | $6,918-85.0% |