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 | $83,477 | $72,492+15.2% | $87,100-4.2% | $72,985+14.4% |
| Participation rate | 62.7% | 72.8%-10.1pp | 76.9%-14.2pp | 69.5%-6.8pp |
| Annual return | 14.15% | 24.46%-10.3pp | 28.19%-14.0pp | 81.00%-66.8pp |
| Employer contribution / active EE | $722 | $1,894-61.9% | $2,521-71.4% | $2,440-70.4% |
| Participant deferral / active EE | $4,232 | $3,270+29.4% | $4,049+4.5% | $3,607+17.3% |
| Admin fee / account holder | $2,727 | $5,055-46.1% | $7,497-63.6% | $5,124-46.8% |