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 | $59,490 | $54,541+9.1% | $78,778-24.5% | $70,131-15.2% |
| Participation rate | 47.4% | 60.8%-13.4pp | 69.2%-21.8pp | 69.5%-22.2pp |
| Annual return | 10.56% | 21.07%-10.5pp | 35.62%-25.1pp | 73.14%-62.6pp |
| Employer contribution / active EE | $738 | $1,089-32.2% | $1,986-62.8% | $2,342-68.5% |
| Participant deferral / active EE | $2,112 | $2,210-4.4% | $2,958-28.6% | $3,332-36.6% |
| Admin fee / account holder | $366 | $3,709-90.1% | $5,134-92.9% | $4,645-92.1% |