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 | $70,813 | $64,348+10.0% | $90,160-21.5% | $70,131+1.0% |
| Participation rate | 46.2% | 70.4%-24.3pp | 76.9%-30.7pp | 69.5%-23.4pp |
| Annual return | 12.85% | 28.13%-15.3pp | 34.88%-22.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,195 | $2,046+7.3% | $3,318-33.8% | $2,342-6.3% |
| Participant deferral / active EE | $3,472 | $4,389-20.9% | $5,288-34.3% | $3,332+4.2% |
| Admin fee / account holder | $3,378 | $3,944-14.3% | $5,943-43.2% | $4,645-27.3% |