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 | $71,761 | $59,839+19.9% | $81,983-12.5% | $79,858-10.1% |
| Participation rate | 64.9% | 61.6%+3.3pp | 69.2%-4.3pp | 69.6%-4.7pp |
| Annual return | 10.15% | 17.56%-7.4pp | 41.31%-31.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $377 | $1,713-78.0% | $2,498-84.9% | $2,471-84.7% |
| Participant deferral / active EE | $2,440 | $2,695-9.5% | $3,722-34.4% | $3,740-34.8% |
| Admin fee / account holder | $5,638 | $4,287+31.5% | $5,664-0.5% | $5,306+6.3% |