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 | $87,835 | $104,907-16.3% | $84,611+3.8% | $152,861-42.5% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 2.33% | 373.79%-371.5pp | 258.74%-256.4pp | 345.32%-343.0pp |
| Employer contribution / active EE | $819 | $3,302-75.2% | $2,652-69.1% | $4,762-82.8% |
| Participant deferral / active EE | $4,786 | $4,688+2.1% | $3,899+22.8% | $5,850-18.2% |
| Admin fee / account holder | $8,040 | $6,241+28.8% | $4,912+63.7% | $11,596-30.7% |