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 | $78,030 | $65,561+19.0% | $91,541-14.8% | $74,304+5.0% |
| Participation rate | 54.8% | 56.6%-1.8pp | 69.8%-15.0pp | 60.3%-5.6pp |
| Annual return | 7.23% | 17.68%-10.5pp | 20.50%-13.3pp | 29.43%-22.2pp |
| Employer contribution / active EE | $1,342 | $1,717-21.9% | $2,505-46.4% | $2,241-40.1% |
| Participant deferral / active EE | $1,617 | $2,918-44.6% | $4,008-59.7% | $3,767-57.1% |
| Admin fee / account holder | $7,676 | $3,333+130.3% | $6,956+10.3% | $2,969+158.6% |