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 | $75,633 | $104,251-27.5% | $91,001-16.9% | $147,584-48.8% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 7.45% | 27.06%-19.6pp | 4.60%+2.8pp | 578.55%-571.1pp |
| Employer contribution / active EE | $1,677 | $3,116-46.2% | $2,456-31.7% | $4,876-65.6% |
| Participant deferral / active EE | $7,317 | $4,195+74.4% | $3,547+106.3% | $5,439+34.5% |
| Admin fee / account holder | $2,060 | $8,948-77.0% | $5,417-62.0% | $10,885-81.1% |