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 | $56,010 | $46,553+20.3% | $64,056-12.6% | $75,163-25.5% |
| Participation rate | 60.7% | 65.9%-5.2pp | 72.3%-11.6pp | 67.2%-6.5pp |
| Annual return | 7.74% | 26.03%-18.3pp | 33.69%-25.9pp | 160.62%-152.9pp |
| Employer contribution / active EE | $460 | $1,974-76.7% | $2,747-83.2% | $2,670-82.8% |
| Participant deferral / active EE | $4,134 | $2,837+45.7% | $3,880+6.5% | $4,125+0.2% |
| Admin fee / account holder | $1,862 | $2,952-36.9% | $3,068-39.3% | $5,651-67.0% |