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 | $68,104 | $60,892+11.8% | $82,389-17.3% | $84,808-19.7% |
| Participation rate | 42.5% | 63.3%-20.8pp | 69.5%-27.0pp | 68.3%-25.8pp |
| Annual return | 11.61% | 37.29%-25.7pp | 28.67%-17.1pp | 40.90%-29.3pp |
| Employer contribution / active EE | $775 | $1,779-56.4% | $2,517-69.2% | $2,631-70.5% |
| Participant deferral / active EE | $2,274 | $3,179-28.5% | $4,155-45.3% | $4,212-46.0% |
| Admin fee / account holder | $34,600 | $5,467+532.8% | $7,231+378.5% | $7,344+371.1% |