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 | $116,331 | $127,065-8.4% | $113,168+2.8% | $142,382-18.3% |
| Participation rate | 55.6% | 79.2%-23.6pp | 76.6%-21.0pp | 80.1%-24.6pp |
| Annual return | 5.88% | 24.03%-18.1pp | 24.27%-18.4pp | 217.08%-211.2pp |
| Employer contribution / active EE | $1,533 | $3,442-55.5% | $2,975-48.5% | $4,299-64.3% |
| Participant deferral / active EE | $3,444 | $5,716-39.7% | $5,107-32.6% | $6,507-47.1% |
| Admin fee / account holder | $527 | $15,736-96.7% | $12,068-95.6% | $12,624-95.8% |