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 | $51,257 | $59,101-13.3% | $77,163-33.6% | $75,163-31.8% |
| Participation rate | 55.7% | 63.9%-8.2pp | 69.6%-13.9pp | 67.2%-11.5pp |
| Annual return | 12.17% | 26.71%-14.5pp | 37.87%-25.7pp | 160.62%-148.4pp |
| Employer contribution / active EE | $511 | $1,995-74.4% | $2,535-79.8% | $2,670-80.8% |
| Participant deferral / active EE | $3,194 | $2,999+6.5% | $3,833-16.7% | $4,125-22.6% |
| Admin fee / account holder | $5,927 | $4,774+24.2% | $5,472+8.3% | $5,651+4.9% |