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 | $87,408 | $95,803-8.8% | $113,168-22.8% | $84,808+3.1% |
| Participation rate | 57.1% | 72.9%-15.7pp | 76.6%-19.4pp | 68.3%-11.2pp |
| Annual return | 12.17% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,433 | $2,360-39.3% | $2,975-51.8% | $2,631-45.5% |
| Participant deferral / active EE | $2,718 | $4,242-35.9% | $5,107-46.8% | $4,212-35.5% |
| Admin fee / account holder | $13,302 | $8,989+48.0% | $12,068+10.2% | $7,344+81.1% |