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 | $94,147 | $86,286+9.1% | $111,297-15.4% | $85,850+9.7% |
| Participation rate | 61.5% | 73.3%-11.8pp | 77.3%-15.8pp | 69.3%-7.8pp |
| Annual return | 7.78% | 19.99%-12.2pp | 54.65%-46.9pp | 318.53%-310.8pp |
| Employer contribution / active EE | $1,331 | $2,043-34.9% | $2,731-51.3% | $2,565-48.1% |
| Participant deferral / active EE | $2,339 | $3,641-35.7% | $4,487-47.9% | $3,952-40.8% |
| Admin fee / account holder | $869 | $8,188-89.4% | $7,964-89.1% | $6,260-86.1% |