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 | $77,727 | $53,777+44.5% | $134,143-42.1% | $79,858-2.7% |
| Participation rate | 55.6% | 58.8%-3.2pp | 72.2%-16.6pp | 69.6%-14.1pp |
| Annual return | 7.99% | 19.01%-11.0pp | 36.33%-28.3pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,542 | $1,321+16.7% | $3,704-58.4% | $2,471-37.6% |
| Participant deferral / active EE | $2,594 | $2,420+7.2% | $3,499-25.9% | $3,740-30.6% |
| Admin fee / account holder | $1,111 | $3,984-72.1% | $6,684-83.4% | $5,306-79.1% |