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 | $73,252 | $67,606+8.4% | $82,313-11.0% | $70,131+4.4% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.9%-18.3pp | 69.5%-11.0pp |
| Annual return | 11.39% | 21.57%-10.2pp | 25.88%-14.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $898 | $1,755-48.8% | $2,428-63.0% | $2,342-61.7% |
| Participant deferral / active EE | $2,946 | $2,987-1.4% | $3,706-20.5% | $3,332-11.6% |
| Admin fee / account holder | $9,183 | $4,512+103.5% | $5,608+63.8% | $4,645+97.7% |