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 | $74,504 | $83,477-10.7% | $125,175-40.5% | $72,985+2.1% |
| Participation rate | 46.6% | 73.3%-26.8pp | 79.8%-33.2pp | 69.5%-22.9pp |
| Annual return | 4.46% | 25.78%-21.3pp | 43.79%-39.3pp | 81.00%-76.5pp |
| Employer contribution / active EE | $941 | $2,345-59.9% | $3,865-75.7% | $2,440-61.4% |
| Participant deferral / active EE | $2,208 | $3,585-38.4% | $4,937-55.3% | $3,607-38.8% |
| Admin fee / account holder | $1,387 | $5,517-74.9% | $9,702-85.7% | $5,124-72.9% |