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 | $79,400 | $56,277+41.1% | $80,975-1.9% | $62,891+26.2% |
| Participation rate | 63.6% | 69.0%-5.3pp | 75.8%-12.2pp | 69.3%-5.7pp |
| Annual return | 3.94% | 22.12%-18.2pp | 17.10%-13.2pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,527 | $1,943-21.4% | $3,714-58.9% | $2,281-33.1% |
| Participant deferral / active EE | $3,965 | $4,195-5.5% | $5,696-30.4% | $3,203+23.8% |
| Admin fee / account holder | $4,164 | $3,741+11.3% | $5,516-24.5% | $4,296-3.1% |