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 | $80,867 | $89,355-9.5% | $141,162-42.7% | $72,985+10.8% |
| Participation rate | 63.6% | 75.1%-11.5pp | 82.5%-18.8pp | 69.5%-5.8pp |
| Annual return | 15.92% | 111.85%-95.9pp | 71.39%-55.5pp | 81.00%-65.1pp |
| Employer contribution / active EE | $2,530 | $3,114-18.8% | $4,735-46.6% | $2,440+3.7% |
| Participant deferral / active EE | $4,372 | $5,418-19.3% | $6,709-34.8% | $3,607+21.2% |
| Admin fee / account holder | $797 | $5,958-86.6% | $10,261-92.2% | $5,124-84.4% |