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 | $80,747 | $86,286-6.4% | $111,297-27.4% | $85,850-5.9% |
| Participation rate | 60.4% | 73.3%-13.0pp | 77.3%-16.9pp | 69.3%-8.9pp |
| Annual return | 10.07% | 19.99%-9.9pp | 54.65%-44.6pp | 318.53%-308.5pp |
| Employer contribution / active EE | $840 | $2,043-58.9% | $2,731-69.2% | $2,565-67.2% |
| Participant deferral / active EE | $2,945 | $3,641-19.1% | $4,487-34.4% | $3,952-25.5% |
| Admin fee / account holder | $7,259 | $8,188-11.3% | $7,964-8.8% | $6,260+16.0% |