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 | $86,201 | $77,634+11.0% | $156,549-44.9% | $62,891+37.1% |
| Participation rate | 37.5% | 71.2%-33.7pp | 84.0%-46.5pp | 69.3%-31.8pp |
| Annual return | 4.49% | 50.32%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,637 | $3,444-52.5% | $5,501-70.2% | $2,281-28.2% |
| Participant deferral / active EE | $1,264 | $3,045-58.5% | $4,871-74.1% | $3,203-60.5% |
| Admin fee / account holder | $743 | $5,561-86.6% | $13,027-94.3% | $4,296-82.7% |