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 | $86,798 | $99,341-12.6% | $84,750+2.4% | $273,961-68.3% |
| Participation rate | 47.4% | 80.7%-33.3pp | 76.6%-29.2pp | 83.0%-35.6pp |
| Annual return | 0.82% | 22.93%-22.1pp | 22.78%-22.0pp | 41.45%-40.6pp |
| Employer contribution / active EE | $1,246 | $4,214-70.4% | $3,574-65.1% | $4,869-74.4% |
| Participant deferral / active EE | $1,971 | $4,269-53.8% | $3,712-46.9% | $5,287-62.7% |
| Admin fee / account holder | $3,110 | $6,644-53.2% | $5,332-41.7% | $10,132-69.3% |