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 | $66,516 | $59,839+11.2% | $81,983-18.9% | $79,858-16.7% |
| Participation rate | 53.3% | 61.6%-8.3pp | 69.2%-15.9pp | 69.6%-16.3pp |
| Annual return | 7.61% | 17.56%-9.9pp | 41.31%-33.7pp | 31.71%-24.1pp |
| Employer contribution / active EE | $582 | $1,713-66.0% | $2,498-76.7% | $2,471-76.4% |
| Participant deferral / active EE | $1,376 | $2,695-48.9% | $3,722-63.0% | $3,740-63.2% |
| Admin fee / account holder | $29,992 | $4,287+599.6% | $5,664+429.5% | $5,306+465.2% |