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 | $70,599 | $56,317+25.4% | $71,209-0.9% | $74,304-5.0% |
| Participation rate | 64.3% | 55.1%+9.2pp | 73.8%-9.5pp | 60.3%+3.9pp |
| Annual return | 9.41% | 42.83%-33.4pp | 282.51%-273.1pp | 29.43%-20.0pp |
| Employer contribution / active EE | $682 | $2,160-68.4% | $2,721-74.9% | $2,241-69.6% |
| Participant deferral / active EE | $3,758 | $2,788+34.8% | $4,175-10.0% | $3,767-0.2% |
| Admin fee / account holder | $556 | $2,290-75.7% | $5,349-89.6% | $2,969-81.3% |