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 | $67,465 | $54,762+23.2% | $90,281-25.3% | $72,985-7.6% |
| Participation rate | 34.7% | 65.1%-30.4pp | 73.3%-38.5pp | 69.5%-34.8pp |
| Annual return | 14.43% | 30.63%-16.2pp | 78.10%-63.7pp | 81.00%-66.6pp |
| Employer contribution / active EE | $297 | $2,092-85.8% | $2,854-89.6% | $2,440-87.8% |
| Participant deferral / active EE | $1,365 | $2,887-52.7% | $3,885-64.9% | $3,607-62.2% |
| Admin fee / account holder | $6,666 | $3,972+67.8% | $5,351+24.6% | $5,124+30.1% |