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 | $60,089 | $65,365-8.1% | $92,893-35.3% | $72,985-17.7% |
| Participation rate | 53.5% | 68.3%-14.8pp | 76.0%-22.5pp | 69.5%-16.0pp |
| Annual return | 8.55% | 42.10%-33.5pp | 109.41%-100.9pp | 81.00%-72.4pp |
| Employer contribution / active EE | $818 | $2,594-68.4% | $3,653-77.6% | $2,440-66.5% |
| Participant deferral / active EE | $2,388 | $3,128-23.7% | $4,236-43.6% | $3,607-33.8% |
| Admin fee / account holder | $3,332 | $4,251-21.6% | $5,794-42.5% | $5,124-35.0% |