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 | $52,358 | $62,573-16.3% | $85,682-38.9% | $85,850-39.0% |
| Participation rate | 67.2% | 61.1%+6.1pp | 69.9%-2.6pp | 69.3%-2.1pp |
| Annual return | 10.44% | 23.77%-13.3pp | 21.49%-11.0pp | 318.53%-308.1pp |
| Employer contribution / active EE | $431 | $1,757-75.5% | $2,618-83.5% | $2,565-83.2% |
| Participant deferral / active EE | $3,045 | $2,802+8.6% | $3,923-22.4% | $3,952-23.0% |
| Admin fee / account holder | $9,879 | $4,640+112.9% | $6,873+43.7% | $6,260+57.8% |