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 | $104,444 | $76,552+36.4% | $123,892-15.7% | $62,891+66.1% |
| Participation rate | 67.4% | 73.0%-5.6pp | 81.4%-14.0pp | 69.3%-1.9pp |
| Annual return | 5.50% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,334 | $2,883-53.7% | $4,617-71.1% | $2,281-41.5% |
| Participant deferral / active EE | $2,245 | $4,840-53.6% | $5,984-62.5% | $3,203-29.9% |
| Admin fee / account holder | $947 | $4,826-80.4% | $8,357-88.7% | $4,296-78.0% |