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 | $78,366 | $94,625-17.2% | $116,228-32.6% | $84,808-7.6% |
| Participation rate | 69.6% | 70.4%-0.8pp | 74.6%-4.9pp | 68.3%+1.3pp |
| Annual return | 10.95% | 20.40%-9.4pp | 90.06%-79.1pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,139 | $2,347-51.5% | $2,994-62.0% | $2,631-56.7% |
| Participant deferral / active EE | $3,760 | $3,972-5.3% | $4,953-24.1% | $4,212-10.7% |
| Admin fee / account holder | $3,412 | $10,091-66.2% | $11,989-71.5% | $7,344-53.5% |