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 | $88,201 | $100,041-11.8% | $149,718-41.1% | $70,131+25.8% |
| Participation rate | 69.0% | 83.6%-14.6pp | 87.1%-18.1pp | 69.5%-0.6pp |
| Annual return | 7.84% | 27.43%-19.6pp | 1501.63%-1493.8pp | 73.14%-65.3pp |
| Employer contribution / active EE | $2,692 | $3,662-26.5% | $5,445-50.6% | $2,342+14.9% |
| Participant deferral / active EE | $3,519 | $4,983-29.4% | $6,569-46.4% | $3,332+5.6% |
| Admin fee / account holder | $1,358 | $8,286-83.6% | $11,283-88.0% | $4,645-70.8% |