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 | $104,642 | $109,881-4.8% | $150,045-30.3% | $84,808+23.4% |
| Participation rate | 69.0% | 76.1%-7.0pp | 82.3%-13.3pp | 68.3%+0.7pp |
| Annual return | 13.98% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,393 | $3,561-32.8% | $4,693-49.0% | $2,631-9.0% |
| Participant deferral / active EE | $5,785 | $6,636-12.8% | $7,997-27.7% | $4,212+37.4% |
| Admin fee / account holder | $2,299 | $8,568-73.2% | $13,435-82.9% | $7,344-68.7% |