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 | $98,861 | $67,411+46.7% | $91,001+8.6% | $70,131+41.0% |
| Participation rate | 46.5% | 71.4%-24.9pp | 75.6%-29.1pp | 69.5%-23.0pp |
| Annual return | 12.30% | -40.16%+52.5pp | 4.60%+7.7pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,252 | $1,786-29.9% | $2,456-49.0% | $2,342-46.6% |
| Participant deferral / active EE | $2,522 | $2,823-10.7% | $3,547-28.9% | $3,332-24.3% |
| Admin fee / account holder | $1,822 | $4,236-57.0% | $5,417-66.4% | $4,645-60.8% |