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 | $85,548 | $89,355-4.3% | $141,162-39.4% | $72,985+17.2% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 18.46% | 111.85%-93.4pp | 71.39%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,340 | $3,114-57.0% | $4,735-71.7% | $2,440-45.1% |
| Participant deferral / active EE | $2,322 | $5,418-57.1% | $6,709-65.4% | $3,607-35.6% |
| Admin fee / account holder | $1,022 | $5,958-82.9% | $10,261-90.0% | $5,124-80.1% |