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 | $60,715 | $58,828+3.2% | $77,999-22.2% | $62,891-3.5% |
| Participation rate | 45.9% | 71.1%-25.1pp | 75.5%-29.6pp | 69.3%-23.4pp |
| Annual return | 3.52% | 17.16%-13.6pp | 425.96%-422.4pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,253 | $1,672-25.0% | $2,470-49.3% | $2,281-45.1% |
| Participant deferral / active EE | $2,404 | $2,686-10.5% | $3,497-31.2% | $3,203-24.9% |
| Admin fee / account holder | $3,268 | $4,393-25.6% | $5,480-40.4% | $4,296-23.9% |