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 | $83,141 | $87,846-5.4% | $220,144-62.2% | $116,462-28.6% |
| Participation rate | 63.6% | 73.5%-9.9pp | 84.8%-21.2pp | 74.7%-11.1pp |
| Annual return | 12.82% | 16.64%-3.8pp | -0.63%+13.5pp | 15.65%-2.8pp |
| Employer contribution / active EE | $845 | $2,972-71.6% | $6,623-87.2% | $3,231-73.9% |
| Participant deferral / active EE | $2,227 | $4,087-45.5% | $4,718-52.8% | $3,836-41.9% |
| Admin fee / account holder | $21,330 | $6,782+214.5% | $15,617+36.6% | $12,754+67.2% |