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 | $62,969 | $55,932+12.6% | $76,735-17.9% | $67,986-7.4% |
| Participation rate | 37.0% | 50.8%-13.8pp | 69.5%-32.5pp | 57.2%-20.2pp |
| Annual return | 10.72% | 23.10%-12.4pp | 29.77%-19.0pp | 31.67%-20.9pp |
| Employer contribution / active EE | $277 | $1,487-81.4% | $2,454-88.7% | $2,019-86.3% |
| Participant deferral / active EE | $1,579 | $2,558-38.3% | $4,088-61.4% | $3,358-53.0% |
| Admin fee / account holder | $5,390 | $4,907+9.8% | $7,189-25.0% | $3,203+68.3% |