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 | $76,249 | $56,897+34.0% | $84,750-10.0% | $62,891+21.2% |
| Participation rate | 63.3% | 68.5%-5.2pp | 76.6%-13.3pp | 69.3%-6.0pp |
| Annual return | 3.62% | 6.30%-2.7pp | 22.78%-19.2pp | 20.14%-16.5pp |
| Employer contribution / active EE | $591 | $2,400-75.4% | $3,574-83.5% | $2,281-74.1% |
| Participant deferral / active EE | $1,906 | $2,709-29.7% | $3,712-48.7% | $3,203-40.5% |
| Admin fee / account holder | $35,909 | $3,581+902.8% | $5,332+573.4% | $4,296+736.0% |