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 | $82,704 | $127,065-34.9% | $113,168-26.9% | $142,382-41.9% |
| Participation rate | 63.6% | 79.2%-15.6pp | 76.6%-12.9pp | 80.1%-16.5pp |
| Annual return | 8.86% | 24.03%-15.2pp | 24.27%-15.4pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,521 | $3,442-55.8% | $2,975-48.9% | $4,299-64.6% |
| Participant deferral / active EE | $2,592 | $5,716-54.7% | $5,107-49.3% | $6,507-60.2% |
| Admin fee / account holder | $23,992 | $15,736+52.5% | $12,068+98.8% | $12,624+90.1% |