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 | $79,939 | $77,503+3.1% | $100,391-20.4% | $80,856-1.1% |
| Participation rate | 67.6% | 76.9%-9.4pp | 81.5%-13.9pp | 67.6%-0.1pp |
| Annual return | 11.42% | 37.20%-25.8pp | 49.20%-37.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,678 | $2,801+31.3% | $3,942-6.7% | $2,755+33.5% |
| Participant deferral / active EE | $3,593 | $6,820-47.3% | $8,082-55.5% | $4,296-16.4% |
| Admin fee / account holder | $1,222 | $5,897-79.3% | $7,899-84.5% | $6,918-82.3% |