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 | $65,936 | $53,777+22.6% | $134,143-50.8% | $79,858-17.4% |
| Participation rate | 42.1% | 58.8%-16.7pp | 72.2%-30.1pp | 69.6%-27.5pp |
| Annual return | 3.47% | 19.01%-15.5pp | 36.33%-32.9pp | 31.71%-28.2pp |
| Employer contribution / active EE | $886 | $1,321-33.0% | $3,704-76.1% | $2,471-64.2% |
| Participant deferral / active EE | $1,775 | $2,420-26.7% | $3,499-49.3% | $3,740-52.5% |
| Admin fee / account holder | $14,977 | $3,984+275.9% | $6,684+124.1% | $5,306+182.2% |