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 | $94,855 | $80,968+17.2% | $96,544-1.7% | $75,163+26.2% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 10.64% | 27.06%-16.4pp | 25.84%-15.2pp | 160.62%-150.0pp |
| Employer contribution / active EE | $1,600 | $2,282-29.9% | $2,965-46.0% | $2,670-40.1% |
| Participant deferral / active EE | $2,963 | $3,928-24.6% | $4,851-38.9% | $4,125-28.2% |
| Admin fee / account holder | $11,687 | $6,724+73.8% | $8,252+41.6% | $5,651+106.8% |