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 | $101,916 | $81,460+25.1% | $103,333-1.4% | $80,856+26.0% |
| Participation rate | 35.5% | 66.8%-31.4pp | 74.5%-39.0pp | 67.6%-32.2pp |
| Annual return | 7.05% | 25.55%-18.5pp | 24.88%-17.8pp | 35.59%-28.5pp |
| Employer contribution / active EE | $1,026 | $3,105-66.9% | $3,868-73.5% | $2,755-62.7% |
| Participant deferral / active EE | $2,844 | $3,869-26.5% | $5,057-43.8% | $4,296-33.8% |
| Admin fee / account holder | $2,099 | $6,566-68.0% | $8,355-74.9% | $6,918-69.7% |