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 | $91,162 | $101,724-10.4% | $164,813-44.7% | $80,856+12.7% |
| Participation rate | 68.0% | 71.8%-3.8pp | 78.6%-10.6pp | 67.6%+0.4pp |
| Annual return | 9.27% | 16.72%-7.4pp | 69.93%-60.7pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,209 | $2,953-59.1% | $4,341-72.2% | $2,755-56.1% |
| Participant deferral / active EE | $2,560 | $4,477-42.8% | $6,031-57.5% | $4,296-40.4% |
| Admin fee / account holder | $840 | $8,227-89.8% | $12,690-93.4% | $6,918-87.9% |