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 | $69,267 | $60,349+14.8% | $74,183-6.6% | $62,891+10.1% |
| Participation rate | 43.9% | 72.7%-28.8pp | 76.6%-32.7pp | 69.3%-25.4pp |
| Annual return | 4.56% | 21.37%-16.8pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $736 | $1,680-56.2% | $2,370-69.0% | $2,281-67.8% |
| Participant deferral / active EE | $2,942 | $2,856+3.0% | $3,550-17.1% | $3,203-8.1% |
| Admin fee / account holder | $6,493 | $4,261+52.4% | $5,586+16.2% | $4,296+51.2% |