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 | $67,584 | $54,705+23.5% | $71,209-5.1% | $84,808-20.3% |
| Participation rate | 30.3% | 64.1%-33.8pp | 73.8%-43.4pp | 68.3%-38.0pp |
| Annual return | 10.19% | 35.90%-25.7pp | 282.51%-272.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $276 | $2,158-87.2% | $2,721-89.9% | $2,631-89.5% |
| Participant deferral / active EE | $1,073 | $3,030-64.6% | $4,175-74.3% | $4,212-74.5% |
| Admin fee / account holder | $13,644 | $4,863+180.5% | $5,349+155.1% | $7,344+85.8% |