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 | $86,716 | $72,277+20.0% | $101,248-14.4% | $79,858+8.6% |
| Participation rate | 58.6% | 68.5%-9.8pp | 75.8%-17.2pp | 69.6%-11.0pp |
| Annual return | 9.93% | 22.30%-12.4pp | 46.47%-36.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,591 | $2,692-40.9% | $3,660-56.5% | $2,471-35.6% |
| Participant deferral / active EE | $3,275 | $3,282-0.2% | $4,370-25.0% | $3,740-12.4% |
| Admin fee / account holder | $3,285 | $4,400-25.3% | $5,945-44.7% | $5,306-38.1% |