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 | $78,640 | $71,516+10.0% | $98,439-20.1% | $71,457+10.1% |
| Participation rate | 30.6% | 72.7%-42.1pp | 75.2%-44.5pp | 67.9%-37.3pp |
| Annual return | 12.88% | 32.41%-19.5pp | 21.16%-8.3pp | 28.85%-16.0pp |
| Employer contribution / active EE | $995 | $2,399-58.5% | $3,048-67.4% | $2,588-61.5% |
| Participant deferral / active EE | $1,830 | $4,109-55.5% | $4,738-61.4% | $4,289-57.3% |
| Admin fee / account holder | $4,298 | $1,675+156.6% | $8,948-52.0% | $1,587+170.8% |