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 | $69,992 | $54,762+27.8% | $90,281-22.5% | $72,985-4.1% |
| Participation rate | 66.7% | 65.1%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 9.68% | 30.63%-21.0pp | 78.10%-68.4pp | 81.00%-71.3pp |
| Employer contribution / active EE | $763 | $2,092-63.6% | $2,854-73.3% | $2,440-68.7% |
| Participant deferral / active EE | $2,123 | $2,887-26.5% | $3,885-45.4% | $3,607-41.1% |
| Admin fee / account holder | $4,117 | $3,972+3.6% | $5,351-23.1% | $5,124-19.7% |