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 | $89,037 | $138,347-35.6% | $184,203-51.7% | $80,856+10.1% |
| Participation rate | 63.0% | 83.9%-20.9pp | 86.8%-23.9pp | 67.6%-4.7pp |
| Annual return | 4.99% | 20.02%-15.0pp | 28.81%-23.8pp | 35.59%-30.6pp |
| Employer contribution / active EE | $1,613 | $4,850-66.8% | $6,427-74.9% | $2,755-41.5% |
| Participant deferral / active EE | $3,363 | $7,071-52.4% | $9,131-63.2% | $4,296-21.7% |
| Admin fee / account holder | $3,918 | $10,483-62.6% | $13,901-71.8% | $6,918-43.4% |