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 | $72,208 | $65,409+10.4% | $98,442-26.6% | $85,850-15.9% |
| Participation rate | 55.6% | 65.0%-9.4pp | 73.3%-17.8pp | 69.3%-13.8pp |
| Annual return | 8.87% | 21.76%-12.9pp | 1492.73%-1483.9pp | 318.53%-309.7pp |
| Employer contribution / active EE | $665 | $2,168-69.3% | $2,960-77.5% | $2,565-74.1% |
| Participant deferral / active EE | $2,465 | $3,166-22.2% | $4,276-42.4% | $3,952-37.6% |
| Admin fee / account holder | $8,415 | $4,593+83.2% | $5,949+41.4% | $6,260+34.4% |