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 | $66,219 | $53,127+24.6% | $86,590-23.5% | $70,131-5.6% |
| Participation rate | 42.3% | 65.3%-23.0pp | 73.5%-31.2pp | 69.5%-27.2pp |
| Annual return | 10.06% | 27.66%-17.6pp | 964.84%-954.8pp | 73.14%-63.1pp |
| Employer contribution / active EE | $1,060 | $2,068-48.7% | $2,839-62.7% | $2,342-54.7% |
| Participant deferral / active EE | $1,353 | $2,696-49.8% | $3,609-62.5% | $3,332-59.4% |
| Admin fee / account holder | $3,842 | $3,585+7.2% | $4,906-21.7% | $4,645-17.3% |