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 | $73,103 | $84,233-13.2% | $170,442-57.1% | $70,131+4.2% |
| Participation rate | 37.5% | 70.8%-33.3pp | 83.6%-46.1pp | 69.5%-32.0pp |
| Annual return | 6.09% | 23.06%-17.0pp | 205.93%-199.8pp | 73.14%-67.0pp |
| Employer contribution / active EE | $547 | $3,387-83.8% | $5,433-89.9% | $2,342-76.6% |
| Participant deferral / active EE | $1,836 | $3,086-40.5% | $4,939-62.8% | $3,332-44.9% |
| Admin fee / account holder | $2,186 | $5,698-61.6% | $13,880-84.3% | $4,645-52.9% |