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 | $67,329 | $51,175+31.6% | $70,515-4.5% | $75,163-10.4% |
| Participation rate | 25.5% | 60.9%-35.5pp | 68.3%-42.9pp | 67.2%-41.7pp |
| Annual return | 7.67% | 30.02%-22.4pp | 32.77%-25.1pp | 160.62%-152.9pp |
| Employer contribution / active EE | $596 | $1,826-67.4% | $2,973-80.0% | $2,670-77.7% |
| Participant deferral / active EE | $1,942 | $2,849-31.8% | $4,567-57.5% | $4,125-52.9% |
| Admin fee / account holder | $2,585 | $4,091-36.8% | $6,412-59.7% | $5,651-54.2% |