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 | $63,026 | $87,841-28.3% | $133,980-53.0% | $62,891+0.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 87.1%-20.4pp | 69.3%-2.6pp |
| Annual return | 4.71% | 12.05%-7.3pp | 29.30%-24.6pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,585 | $3,483-54.5% | $5,211-69.6% | $2,281-30.5% |
| Participant deferral / active EE | $2,747 | $4,812-42.9% | $6,282-56.3% | $3,203-14.2% |
| Admin fee / account holder | $1,221 | $5,371-77.3% | $9,324-86.9% | $4,296-71.6% |