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 | $105,376 | $101,724+3.6% | $164,813-36.1% | $80,856+30.3% |
| Participation rate | 64.0% | 71.8%-7.8pp | 78.6%-14.6pp | 67.6%-3.6pp |
| Annual return | 9.50% | 16.72%-7.2pp | 69.93%-60.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $867 | $2,953-70.7% | $4,341-80.0% | $2,755-68.5% |
| Participant deferral / active EE | $3,900 | $4,477-12.9% | $6,031-35.3% | $4,296-9.2% |
| Admin fee / account holder | $11,803 | $8,227+43.5% | $12,690-7.0% | $6,918+70.6% |