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 | $87,134 | $109,413-20.4% | $156,263-44.2% | $84,808+2.7% |
| Participation rate | 61.0% | 72.7%-11.7pp | 78.9%-17.9pp | 68.3%-7.3pp |
| Annual return | 10.56% | 20.18%-9.6pp | 59.47%-48.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $3,647 | $2,907+25.5% | $4,333-15.8% | $2,631+38.6% |
| Participant deferral / active EE | $10,890 | $4,590+137.3% | $6,158+76.8% | $4,212+158.6% |
| Admin fee / account holder | $10,559 | $9,357+12.8% | $14,255-25.9% | $7,344+43.8% |