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 | $57,388 | $61,272-6.3% | $149,673-61.7% | $71,457-19.7% |
| Participation rate | 37.9% | 62.5%-24.6pp | 78.8%-40.8pp | 67.9%-30.0pp |
| Annual return | 11.15% | 35.85%-24.7pp | 134.42%-123.3pp | 28.85%-17.7pp |
| Employer contribution / active EE | $777 | $2,378-67.3% | $4,818-83.9% | $2,588-70.0% |
| Participant deferral / active EE | $1,412 | $2,917-51.6% | $5,680-75.1% | $4,289-67.1% |
| Admin fee / account holder | $1,706 | $1,261+35.2% | $13,210-87.1% | $1,587+7.5% |