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 | $96,788 | $117,983-18.0% | $101,794-4.9% | $142,382-32.0% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 6.75% | 36.92%-30.2pp | 30.53%-23.8pp | 217.08%-210.3pp |
| Employer contribution / active EE | $1,982 | $2,773-28.5% | $2,289-13.4% | $4,299-53.9% |
| Participant deferral / active EE | $9,964 | $4,714+111.4% | $4,084+144.0% | $6,507+53.1% |
| Admin fee / account holder | $1,301 | $10,433-87.5% | $8,777-85.2% | $12,624-89.7% |