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 | $76,288 | $116,175-34.3% | $93,606-18.5% | $152,861-50.1% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.4%-32.4pp |
| Annual return | 3.35% | 35.96%-32.6pp | 32.76%-29.4pp | 345.32%-342.0pp |
| Employer contribution / active EE | $1,025 | $3,218-68.2% | $2,718-62.3% | $4,762-78.5% |
| Participant deferral / active EE | $3,327 | $4,603-27.7% | $4,069-18.2% | $5,850-43.1% |
| Admin fee / account holder | $4,199 | $10,748-60.9% | $7,888-46.8% | $11,596-63.8% |