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 | $97,760 | $107,334-8.9% | $92,893+5.2% | $152,861-36.0% |
| Participation rate | 38.9% | 79.8%-40.9pp | 76.0%-37.1pp | 82.4%-43.6pp |
| Annual return | 2.87% | 145.58%-142.7pp | 109.41%-106.5pp | 345.32%-342.4pp |
| Employer contribution / active EE | $775 | $4,221-81.6% | $3,653-78.8% | $4,762-83.7% |
| Participant deferral / active EE | $1,507 | $4,845-68.9% | $4,236-64.4% | $5,850-74.2% |
| Admin fee / account holder | $1,576 | $7,079-77.7% | $5,794-72.8% | $11,596-86.4% |