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 | $81,321 | $73,933+10.0% | $96,683-15.9% | $75,163+8.2% |
| Participation rate | 59.1% | 66.4%-7.3pp | 74.3%-15.3pp | 67.2%-8.1pp |
| Annual return | 12.72% | 26.70%-14.0pp | 35.69%-23.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,169 | $2,928-25.9% | $3,737-42.0% | $2,670-18.8% |
| Participant deferral / active EE | $3,034 | $3,659-17.1% | $4,878-37.8% | $4,125-26.5% |
| Admin fee / account holder | $9,772 | $5,216+87.3% | $6,730+45.2% | $5,651+72.9% |