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 | $58,353 | $56,317+3.6% | $71,209-18.1% | $74,304-21.5% |
| Participation rate | 15.5% | 55.1%-39.6pp | 73.8%-58.3pp | 60.3%-44.9pp |
| Annual return | 12.35% | 42.83%-30.5pp | 282.51%-270.2pp | 29.43%-17.1pp |
| Employer contribution / active EE | $317 | $2,160-85.3% | $2,721-88.3% | $2,241-85.9% |
| Participant deferral / active EE | $500 | $2,788-82.0% | $4,175-88.0% | $3,767-86.7% |
| Admin fee / account holder | $2,474 | $2,290+8.1% | $5,349-53.7% | $2,969-16.7% |