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 | $96,483 | $87,013+10.9% | $106,213-9.2% | $80,856+19.3% |
| Participation rate | 59.5% | 70.4%-11.0pp | 75.3%-15.8pp | 67.6%-8.2pp |
| Annual return | 10.11% | 17.05%-6.9pp | 116.14%-106.0pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,192 | $2,395-50.2% | $3,171-62.4% | $2,755-56.7% |
| Participant deferral / active EE | $2,198 | $3,986-44.8% | $5,016-56.2% | $4,296-48.8% |
| Admin fee / account holder | $2,547 | $8,431-69.8% | $11,033-76.9% | $6,918-63.2% |