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 | $94,159 | $74,927+25.7% | $101,794-7.5% | $84,808+11.0% |
| Participation rate | 65.8% | 61.4%+4.4pp | 69.2%-3.4pp | 68.3%-2.5pp |
| Annual return | 8.46% | 18.70%-10.2pp | 30.53%-22.1pp | 40.90%-32.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,235 | $3,099+36.7% | $4,084+3.7% | $4,212+0.6% |
| Admin fee / account holder | $39,055 | $6,514+499.6% | $8,777+345.0% | $7,344+431.8% |