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 | $88,902 | $71,050+25.1% | $93,606-5.0% | $80,856+10.0% |
| Participation rate | 62.5% | 60.4%+2.1pp | 68.7%-6.2pp | 67.6%-5.1pp |
| Annual return | 8.23% | 11.26%-3.0pp | 133.20%-125.0pp | 35.59%-27.4pp |
| Employer contribution / active EE | $977 | $1,564-37.5% | $2,420-59.6% | $2,755-64.5% |
| Participant deferral / active EE | $3,163 | $4,034-21.6% | $4,411-28.3% | $4,296-26.4% |
| Admin fee / account holder | $3,261 | $6,945-53.1% | $8,285-60.6% | $6,918-52.9% |