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 | $118,820 | $95,803+24.0% | $113,168+5.0% | $84,808+40.1% |
| Participation rate | 40.0% | 72.9%-32.9pp | 76.6%-36.6pp | 68.3%-28.3pp |
| Annual return | 10.29% | 25.00%-14.7pp | 24.27%-14.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $946 | $2,360-59.9% | $2,975-68.2% | $2,631-64.0% |
| Participant deferral / active EE | $3,926 | $4,242-7.5% | $5,107-23.1% | $4,212-6.8% |
| Admin fee / account holder | $783 | $8,989-91.3% | $12,068-93.5% | $7,344-89.3% |