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 | $90,363 | $72,277+25.0% | $101,248-10.8% | $79,858+13.2% |
| Participation rate | 35.4% | 68.5%-33.0pp | 75.8%-40.4pp | 69.6%-34.2pp |
| Annual return | 8.05% | 22.30%-14.2pp | 46.47%-38.4pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,441 | $2,692-46.5% | $3,660-60.6% | $2,471-41.7% |
| Participant deferral / active EE | $1,870 | $3,282-43.0% | $4,370-57.2% | $3,740-50.0% |
| Admin fee / account holder | $7,099 | $4,400+61.3% | $5,945+19.4% | $5,306+33.8% |