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 | $82,254 | $72,277+13.8% | $101,248-18.8% | $79,858+3.0% |
| Participation rate | 47.1% | 68.5%-21.4pp | 75.8%-28.7pp | 69.6%-22.6pp |
| Annual return | 8.62% | 22.30%-13.7pp | 46.47%-37.9pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,539 | $2,692-42.8% | $3,660-57.9% | $2,471-37.7% |
| Participant deferral / active EE | $3,440 | $3,282+4.8% | $4,370-21.3% | $3,740-8.0% |
| Admin fee / account holder | $9,199 | $4,400+109.0% | $5,945+54.7% | $5,306+73.4% |