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 | $64,995 | $47,848+35.8% | $81,478-20.2% | $70,131-7.3% |
| Participation rate | 48.0% | 58.3%-10.3pp | 68.0%-20.0pp | 69.5%-21.5pp |
| Annual return | 11.79% | 27.25%-15.5pp | 38.78%-27.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,037 | $1,527-32.1% | $2,568-59.6% | $2,342-55.7% |
| Participant deferral / active EE | $1,918 | $2,453-21.8% | $3,537-45.8% | $3,332-42.4% |
| Admin fee / account holder | $2,182 | $3,145-30.6% | $4,561-52.2% | $4,645-53.0% |