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 | $90,097 | $73,933+21.9% | $96,683-6.8% | $75,163+19.9% |
| Participation rate | 43.2% | 66.4%-23.2pp | 74.3%-31.2pp | 67.2%-24.0pp |
| Annual return | 12.61% | 26.70%-14.1pp | 35.69%-23.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,461 | $2,928-50.1% | $3,737-60.9% | $2,670-45.3% |
| Participant deferral / active EE | $1,926 | $3,659-47.4% | $4,878-60.5% | $4,125-53.3% |
| Admin fee / account holder | $7,070 | $5,216+35.5% | $6,730+5.1% | $5,651+25.1% |