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 | $87,812 | $100,773-12.9% | $88,946-1.3% | $142,382-38.3% |
| Participation rate | 64.7% | 74.3%-9.6pp | 68.8%-4.1pp | 80.1%-15.4pp |
| Annual return | 7.92% | 70.18%-62.3pp | 57.82%-49.9pp | 217.08%-209.2pp |
| Employer contribution / active EE | $899 | $2,918-69.2% | $2,555-64.8% | $4,299-79.1% |
| Participant deferral / active EE | $3,733 | $5,230-28.6% | $4,581-18.5% | $6,507-42.6% |
| Admin fee / account holder | $1,527 | $9,693-84.2% | $8,261-81.5% | $12,624-87.9% |