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 | $73,747 | $76,552-3.7% | $123,892-40.5% | $62,891+17.3% |
| Participation rate | 48.0% | 73.0%-25.0pp | 81.4%-33.4pp | 69.3%-21.3pp |
| Annual return | 5.42% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,885 | $2,883-34.6% | $4,617-59.2% | $2,281-17.4% |
| Participant deferral / active EE | $4,223 | $4,840-12.7% | $5,984-29.4% | $3,203+31.9% |
| Admin fee / account holder | $1,566 | $4,826-67.6% | $8,357-81.3% | $4,296-63.5% |