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 | $93,815 | $95,803-2.1% | $113,168-17.1% | $84,808+10.6% |
| Participation rate | 61.0% | 72.9%-11.8pp | 76.6%-15.5pp | 68.3%-7.3pp |
| Annual return | 9.81% | 25.00%-15.2pp | 24.27%-14.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $855 | $2,360-63.8% | $2,975-71.3% | $2,631-67.5% |
| Participant deferral / active EE | $2,296 | $4,242-45.9% | $5,107-55.0% | $4,212-45.5% |
| Admin fee / account holder | $8,453 | $8,989-6.0% | $12,068-30.0% | $7,344+15.1% |