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 | $118,418 | $95,803+23.6% | $113,168+4.6% | $84,808+39.6% |
| Participation rate | 50.9% | 72.9%-21.9pp | 76.6%-25.6pp | 68.3%-17.4pp |
| Annual return | 10.36% | 25.00%-14.6pp | 24.27%-13.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $783 | $2,360-66.8% | $2,975-73.7% | $2,631-70.3% |
| Participant deferral / active EE | $2,666 | $4,242-37.2% | $5,107-47.8% | $4,212-36.7% |
| Admin fee / account holder | $12,313 | $8,989+37.0% | $12,068+2.0% | $7,344+67.7% |