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 | $67,774 | $58,851+15.2% | $115,157-41.1% | $72,985-7.1% |
| Participation rate | 55.4% | 65.5%-10.2pp | 75.9%-20.5pp | 69.5%-14.1pp |
| Annual return | 0.82% | 23.16%-22.3pp | 35.60%-34.8pp | 81.00%-80.2pp |
| Employer contribution / active EE | $529 | $1,798-70.6% | $3,179-83.4% | $2,440-78.3% |
| Participant deferral / active EE | $1,921 | $2,643-27.3% | $4,168-53.9% | $3,607-46.7% |
| Admin fee / account holder | $4,628 | $6,370-27.4% | $7,088-34.7% | $5,124-9.7% |