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 | $68,813 | $76,552-10.1% | $123,892-44.5% | $62,891+9.4% |
| Participation rate | 56.9% | 73.0%-16.1pp | 81.4%-24.5pp | 69.3%-12.4pp |
| Annual return | 3.33% | 18.68%-15.3pp | 47.52%-44.2pp | 20.14%-16.8pp |
| Employer contribution / active EE | $2,320 | $2,883-19.5% | $4,617-49.8% | $2,281+1.7% |
| Participant deferral / active EE | $3,989 | $4,840-17.6% | $5,984-33.3% | $3,203+24.6% |
| Admin fee / account holder | $572 | $4,826-88.1% | $8,357-93.2% | $4,296-86.7% |