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 | $92,638 | $67,606+37.0% | $82,313+12.5% | $70,131+32.1% |
| Participation rate | 59.0% | 72.8%-13.8pp | 76.9%-17.9pp | 69.5%-10.6pp |
| Annual return | 11.44% | 21.57%-10.1pp | 25.88%-14.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $486 | $1,755-72.3% | $2,428-80.0% | $2,342-79.3% |
| Participant deferral / active EE | $3,214 | $2,987+7.6% | $3,706-13.3% | $3,332-3.5% |
| Admin fee / account holder | $6,611 | $4,512+46.5% | $5,608+17.9% | $4,645+42.3% |