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 | $90,478 | $74,927+20.8% | $101,794-11.1% | $84,808+6.7% |
| Participation rate | 58.5% | 61.4%-2.9pp | 69.2%-10.7pp | 68.3%-9.8pp |
| Annual return | 11.32% | 18.70%-7.4pp | 30.53%-19.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $898 | $1,522-41.0% | $2,289-60.8% | $2,631-65.9% |
| Participant deferral / active EE | $3,121 | $3,099+0.7% | $4,084-23.6% | $4,212-25.9% |
| Admin fee / account holder | $19,264 | $6,514+195.7% | $8,777+119.5% | $7,344+162.3% |