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 | $106,223 | $148,978-28.7% | $200,582-47.0% | $84,808+25.3% |
| Participation rate | 68.2% | 84.2%-16.0pp | 86.9%-18.7pp | 68.3%-0.1pp |
| Annual return | 10.02% | 28.16%-18.1pp | 42.33%-32.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $2,331 | $4,815-51.6% | $6,419-63.7% | $2,631-11.4% |
| Participant deferral / active EE | $4,845 | $7,142-32.2% | $9,331-48.1% | $4,212+15.0% |
| Admin fee / account holder | $2,275 | $13,977-83.7% | $16,305-86.0% | $7,344-69.0% |