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 | $66,356 | $63,346+4.8% | $92,233-28.1% | $70,131-5.4% |
| Participation rate | 44.3% | 68.7%-24.4pp | 76.5%-32.2pp | 69.5%-25.3pp |
| Annual return | 4.09% | 530.12%-526.0pp | 176.28%-172.2pp | 73.14%-69.1pp |
| Employer contribution / active EE | $958 | $2,471-61.3% | $3,679-74.0% | $2,342-59.1% |
| Participant deferral / active EE | $1,868 | $2,854-34.5% | $3,897-52.1% | $3,332-43.9% |
| Admin fee / account holder | $494 | $3,840-87.1% | $5,194-90.5% | $4,645-89.4% |