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 | $84,814 | $54,762+54.9% | $90,281-6.1% | $72,985+16.2% |
| Participation rate | 61.5% | 65.1%-3.6pp | 73.3%-11.7pp | 69.5%-7.9pp |
| Annual return | 10.93% | 30.63%-19.7pp | 78.10%-67.2pp | 81.00%-70.1pp |
| Employer contribution / active EE | $832 | $2,092-60.2% | $2,854-70.8% | $2,440-65.9% |
| Participant deferral / active EE | $2,965 | $2,887+2.7% | $3,885-23.7% | $3,607-17.8% |
| Admin fee / account holder | $841 | $3,972-78.8% | $5,351-84.3% | $5,124-83.6% |