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 | $87,179 | $99,652-12.5% | $78,778+10.7% | $147,584-40.9% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 6.86% | 47.28%-40.4pp | 35.62%-28.8pp | 578.55%-571.7pp |
| Employer contribution / active EE | $847 | $2,796-69.7% | $1,986-57.4% | $4,876-82.6% |
| Participant deferral / active EE | $3,886 | $3,664+6.1% | $2,958+31.4% | $5,439-28.5% |
| Admin fee / account holder | $4,713 | $7,155-34.1% | $5,134-8.2% | $10,885-56.7% |