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 | $65,086 | $65,041+0.1% | $90,951-28.4% | $79,858-18.5% |
| Participation rate | 56.3% | 61.6%-5.4pp | 69.0%-12.8pp | 69.6%-13.4pp |
| Annual return | 7.45% | 30.45%-23.0pp | 134.60%-127.1pp | 31.71%-24.3pp |
| Employer contribution / active EE | $647 | $1,247-48.1% | $2,122-69.5% | $2,471-73.8% |
| Participant deferral / active EE | $3,496 | $2,512+39.2% | $3,373+3.7% | $3,740-6.5% |
| Admin fee / account holder | $4,902 | $4,536+8.1% | $5,959-17.7% | $5,306-7.6% |