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 | $70,937 | $85,766-17.3% | $136,294-48.0% | $70,131+1.1% |
| Participation rate | 54.4% | 74.2%-19.7pp | 81.9%-27.5pp | 69.5%-15.1pp |
| Annual return | 14.20% | 31.45%-17.3pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,205 | $2,966-25.7% | $4,695-53.0% | $2,342-5.9% |
| Participant deferral / active EE | $4,094 | $5,051-18.9% | $6,247-34.5% | $3,332+22.9% |
| Admin fee / account holder | $3,635 | $5,420-32.9% | $9,243-60.7% | $4,645-21.7% |