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 | $85,423 | $81,460+4.9% | $103,333-17.3% | $80,856+5.6% |
| Participation rate | 37.0% | 66.8%-29.8pp | 74.5%-37.5pp | 67.6%-30.6pp |
| Annual return | 7.95% | 25.55%-17.6pp | 24.88%-16.9pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,388 | $3,105-55.3% | $3,868-64.1% | $2,755-49.6% |
| Participant deferral / active EE | $3,034 | $3,869-21.6% | $5,057-40.0% | $4,296-29.4% |
| Admin fee / account holder | $945 | $6,566-85.6% | $8,355-88.7% | $6,918-86.3% |