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 | $94,634 | $85,766+10.3% | $136,294-30.6% | $70,131+34.9% |
| Participation rate | 43.2% | 74.2%-30.9pp | 81.9%-38.7pp | 69.5%-26.3pp |
| Annual return | 11.92% | 31.45%-19.5pp | 5155.94%-5144.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,190 | $2,966-59.9% | $4,695-74.6% | $2,342-49.2% |
| Participant deferral / active EE | $2,414 | $5,051-52.2% | $6,247-61.4% | $3,332-27.6% |
| Admin fee / account holder | $3,613 | $5,420-33.3% | $9,243-60.9% | $4,645-22.2% |