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 | $84,632 | $83,477+1.4% | $125,175-32.4% | $72,985+16.0% |
| Participation rate | 48.3% | 73.3%-25.0pp | 79.8%-31.5pp | 69.5%-21.2pp |
| Annual return | 3.33% | 25.78%-22.4pp | 43.79%-40.5pp | 81.00%-77.7pp |
| Employer contribution / active EE | $1,034 | $2,345-55.9% | $3,865-73.2% | $2,440-57.6% |
| Participant deferral / active EE | $2,252 | $3,585-37.2% | $4,937-54.4% | $3,607-37.6% |
| Admin fee / account holder | $4,176 | $5,517-24.3% | $9,702-57.0% | $5,124-18.5% |