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 | $87,318 | $81,248+7.5% | $155,509-43.9% | $80,856+8.0% |
| Participation rate | 44.2% | 66.2%-22.1pp | 78.2%-34.0pp | 67.6%-23.5pp |
| Annual return | 9.91% | 33.31%-23.4pp | 64.67%-54.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,435 | $3,100-53.7% | $4,672-69.3% | $2,755-47.9% |
| Participant deferral / active EE | $2,933 | $3,452-15.0% | $5,626-47.9% | $4,296-31.7% |
| Admin fee / account holder | $9,931 | $7,997+24.2% | $15,912-37.6% | $6,918+43.6% |