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 | $68,080 | $53,127+28.1% | $86,590-21.4% | $70,131-2.9% |
| Participation rate | 64.5% | 65.3%-0.8pp | 73.5%-9.0pp | 69.5%-5.0pp |
| Annual return | 10.14% | 27.66%-17.5pp | 964.84%-954.7pp | 73.14%-63.0pp |
| Employer contribution / active EE | $556 | $2,068-73.1% | $2,839-80.4% | $2,342-76.3% |
| Participant deferral / active EE | $3,389 | $2,696+25.7% | $3,609-6.1% | $3,332+1.7% |
| Admin fee / account holder | $16,629 | $3,585+363.8% | $4,906+239.0% | $4,645+258.0% |