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 | $81,564 | $84,556-3.5% | $116,228-29.8% | $74,304+9.8% |
| Participation rate | 39.0% | 66.0%-27.0pp | 74.6%-35.6pp | 60.3%-21.4pp |
| Annual return | 12.80% | 18.35%-5.5pp | 90.06%-77.3pp | 29.43%-16.6pp |
| Employer contribution / active EE | $969 | $2,168-55.3% | $2,994-67.6% | $2,241-56.8% |
| Participant deferral / active EE | $1,762 | $3,814-53.8% | $4,953-64.4% | $3,767-53.2% |
| Admin fee / account holder | $4,091 | $3,792+7.9% | $11,989-65.9% | $2,969+37.8% |