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 | $105,918 | $109,413-3.2% | $156,263-32.2% | $84,808+24.9% |
| Participation rate | 62.8% | 72.7%-9.9pp | 78.9%-16.1pp | 68.3%-5.5pp |
| Annual return | 11.31% | 20.18%-8.9pp | 59.47%-48.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,710 | $2,907-41.2% | $4,333-60.5% | $2,631-35.0% |
| Participant deferral / active EE | $3,478 | $4,590-24.2% | $6,158-43.5% | $4,212-17.4% |
| Admin fee / account holder | $948 | $9,357-89.9% | $14,255-93.4% | $7,344-87.1% |