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 | $95,831 | $109,881-12.8% | $150,045-36.1% | $84,808+13.0% |
| Participation rate | 63.3% | 76.1%-12.8pp | 82.3%-19.0pp | 68.3%-5.0pp |
| Annual return | 13.78% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,584 | $3,561-55.5% | $4,693-66.3% | $2,631-39.8% |
| Participant deferral / active EE | $2,821 | $6,636-57.5% | $7,997-64.7% | $4,212-33.0% |
| Admin fee / account holder | $3,662 | $8,568-57.3% | $13,435-72.7% | $7,344-50.1% |