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 | $85,092 | $78,926+7.8% | $136,749-37.8% | $84,808+0.3% |
| Participation rate | 45.2% | 62.2%-17.0pp | 72.1%-27.0pp | 68.3%-23.1pp |
| Annual return | 11.30% | 18.17%-6.9pp | 24.33%-13.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $721 | $2,134-66.2% | $3,400-78.8% | $2,631-72.6% |
| Participant deferral / active EE | $3,048 | $3,168-3.8% | $4,692-35.0% | $4,212-27.6% |
| Admin fee / account holder | $10,518 | $6,369+65.1% | $11,386-7.6% | $7,344+43.2% |