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 | $108,803 | $91,552+18.8% | $133,956-18.8% | $79,858+36.2% |
| Participation rate | 61.7% | 73.3%-11.6pp | 79.8%-18.1pp | 69.6%-7.9pp |
| Annual return | 1.20% | 61.85%-60.6pp | 45.09%-43.9pp | 31.71%-30.5pp |
| Employer contribution / active EE | $1,410 | $2,384-40.8% | $3,919-64.0% | $2,471-42.9% |
| Participant deferral / active EE | $3,786 | $3,733+1.4% | $5,048-25.0% | $3,740+1.2% |
| Admin fee / account holder | $1,111 | $6,321-82.4% | $8,927-87.6% | $5,306-79.1% |