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 | $86,725 | $96,484-10.1% | $156,263-44.5% | $74,304+16.7% |
| Participation rate | 52.9% | 67.7%-14.7pp | 78.9%-26.0pp | 60.3%-7.4pp |
| Annual return | 12.84% | 17.73%-4.9pp | 59.47%-46.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,544 | $2,528-39.0% | $4,333-64.4% | $2,241-31.1% |
| Participant deferral / active EE | $3,262 | $4,286-23.9% | $6,158-47.0% | $3,767-13.4% |
| Admin fee / account holder | $3,623 | $3,728-2.8% | $14,255-74.6% | $2,969+22.0% |