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 | $103,155 | $68,719+50.1% | $91,541+12.7% | $84,808+21.6% |
| Participation rate | 61.1% | 64.5%-3.4pp | 69.8%-8.7pp | 68.3%-7.2pp |
| Annual return | 12.73% | 19.12%-6.4pp | 20.50%-7.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $991 | $1,920-48.4% | $2,505-60.4% | $2,631-62.3% |
| Participant deferral / active EE | $2,969 | $3,136-5.3% | $4,008-25.9% | $4,212-29.5% |
| Admin fee / account holder | $2,212 | $5,786-61.8% | $6,956-68.2% | $7,344-69.9% |