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 | $65,294 | $55,932+16.7% | $76,735-14.9% | $67,986-4.0% |
| Participation rate | 36.3% | 50.8%-14.5pp | 69.5%-33.2pp | 57.2%-20.9pp |
| Annual return | 10.46% | 23.10%-12.6pp | 29.77%-19.3pp | 31.67%-21.2pp |
| Employer contribution / active EE | $960 | $1,487-35.5% | $2,454-60.9% | $2,019-52.5% |
| Participant deferral / active EE | $2,828 | $2,558+10.6% | $4,088-30.8% | $3,358-15.8% |
| Admin fee / account holder | $10,317 | $4,907+110.3% | $7,189+43.5% | $3,203+222.1% |