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 | $66,706 | $59,101+12.9% | $77,163-13.6% | $75,163-11.3% |
| Participation rate | 51.0% | 63.9%-12.9pp | 69.6%-18.6pp | 67.2%-16.2pp |
| Annual return | 11.67% | 26.71%-15.0pp | 37.87%-26.2pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,376 | $1,995-31.0% | $2,535-45.7% | $2,670-48.4% |
| Participant deferral / active EE | $2,147 | $2,999-28.4% | $3,833-44.0% | $4,125-48.0% |
| Admin fee / account holder | $1,917 | $4,774-59.8% | $5,472-65.0% | $5,651-66.1% |