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 | $75,967 | $45,073+68.5% | $69,455+9.4% | $72,985+4.1% |
| Participation rate | 62.1% | 68.5%-6.4pp | 74.6%-12.5pp | 69.5%-7.4pp |
| Annual return | 4.82% | 22.65%-17.8pp | 28.97%-24.2pp | 81.00%-76.2pp |
| Employer contribution / active EE | $623 | $2,054-69.7% | $2,779-77.6% | $2,440-74.5% |
| Participant deferral / active EE | $1,909 | $2,602-26.6% | $3,535-46.0% | $3,607-47.1% |
| Admin fee / account holder | $2,224 | $3,056-27.2% | $3,839-42.1% | $5,124-56.6% |