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 | $106,633 | $94,625+12.7% | $116,228-8.3% | $84,808+25.7% |
| Participation rate | 60.4% | 70.4%-10.1pp | 74.6%-14.2pp | 68.3%-7.9pp |
| Annual return | 11.37% | 20.40%-9.0pp | 90.06%-78.7pp | 40.90%-29.5pp |
| Employer contribution / active EE | $873 | $2,347-62.8% | $2,994-70.9% | $2,631-66.8% |
| Participant deferral / active EE | $2,244 | $3,972-43.5% | $4,953-54.7% | $4,212-46.7% |
| Admin fee / account holder | $2,119 | $10,091-79.0% | $11,989-82.3% | $7,344-71.1% |