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 | $63,604 | $58,512+8.7% | $84,015-24.3% | $72,985-12.9% |
| Participation rate | 41.3% | 61.2%-19.9pp | 69.0%-27.7pp | 69.5%-28.2pp |
| Annual return | 12.78% | 28.93%-16.2pp | 71.31%-58.5pp | 81.00%-68.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,522 | $2,394-36.4% | $3,239-53.0% | $3,607-57.8% |
| Admin fee / account holder | $6,666 | $4,569+45.9% | $6,101+9.3% | $5,124+30.1% |