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 | $97,679 | $92,985+5.0% | $153,485-36.4% | $80,856+20.8% |
| Participation rate | 47.5% | 69.0%-21.4pp | 77.1%-29.5pp | 67.6%-20.1pp |
| Annual return | 10.73% | 19.95%-9.2pp | 15.65%-4.9pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,662 | $3,507-52.6% | $5,039-67.0% | $2,755-39.7% |
| Participant deferral / active EE | $3,532 | $5,178-31.8% | $6,757-47.7% | $4,296-17.8% |
| Admin fee / account holder | $3,398 | $8,880-61.7% | $12,724-73.3% | $6,918-50.9% |