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 | $96,460 | $109,881-12.2% | $150,045-35.7% | $84,808+13.7% |
| Participation rate | 27.8% | 76.1%-48.3pp | 82.3%-54.5pp | 68.3%-40.5pp |
| Annual return | 13.29% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,555 | $6,636-31.4% | $7,997-43.0% | $4,212+8.2% |
| Admin fee / account holder | $3,666 | $8,568-57.2% | $13,435-72.7% | $7,344-50.1% |