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 | $73,136 | $64,348+13.7% | $90,160-18.9% | $70,131+4.3% |
| Participation rate | 55.4% | 70.4%-15.0pp | 76.9%-21.4pp | 69.5%-14.1pp |
| Annual return | 14.18% | 28.13%-14.0pp | 34.88%-20.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,252 | $4,389-3.1% | $5,288-19.6% | $3,332+27.6% |
| Admin fee / account holder | $1,726 | $3,944-56.2% | $5,943-71.0% | $4,645-62.8% |