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 | $58,014 | $76,552-24.2% | $123,892-53.2% | $62,891-7.8% |
| Participation rate | 69.2% | 73.0%-3.8pp | 81.4%-12.2pp | 69.3%-0.1pp |
| Annual return | 5.78% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $648 | $2,883-77.5% | $4,617-86.0% | $2,281-71.6% |
| Participant deferral / active EE | $5,172 | $4,840+6.9% | $5,984-13.6% | $3,203+61.5% |
| Admin fee / account holder | $5,437 | $4,826+12.7% | $8,357-34.9% | $4,296+26.6% |