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 | $82,143 | $84,233-2.5% | $170,442-51.8% | $70,131+17.1% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 10.51% | 23.06%-12.6pp | 205.93%-195.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $585 | $3,387-82.7% | $5,433-89.2% | $2,342-75.0% |
| Participant deferral / active EE | $6,287 | $3,086+103.7% | $4,939+27.3% | $3,332+88.7% |
| Admin fee / account holder | $1,764 | $5,698-69.0% | $13,880-87.3% | $4,645-62.0% |