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 | $69,435 | $81,460-14.8% | $103,333-32.8% | $80,856-14.1% |
| Participation rate | 67.6% | 66.8%+0.7pp | 74.5%-6.9pp | 67.6%-0.1pp |
| Annual return | 7.93% | 25.55%-17.6pp | 24.88%-16.9pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,032 | $3,105-66.8% | $3,868-73.3% | $2,755-62.5% |
| Participant deferral / active EE | $1,596 | $3,869-58.8% | $5,057-68.4% | $4,296-62.9% |
| Admin fee / account holder | $2,528 | $6,566-61.5% | $8,355-69.7% | $6,918-63.5% |