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 | $68,373 | $54,762+24.9% | $90,281-24.3% | $72,985-6.3% |
| Participation rate | 45.6% | 65.1%-19.5pp | 73.3%-27.7pp | 69.5%-23.9pp |
| Annual return | 14.41% | 30.63%-16.2pp | 78.10%-63.7pp | 81.00%-66.6pp |
| Employer contribution / active EE | $1,080 | $2,092-48.4% | $2,854-62.2% | $2,440-55.7% |
| Participant deferral / active EE | $1,360 | $2,887-52.9% | $3,885-65.0% | $3,607-62.3% |
| Admin fee / account holder | $2,617 | $3,972-34.1% | $5,351-51.1% | $5,124-48.9% |