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 | $87,866 | $83,477+5.3% | $125,175-29.8% | $72,985+20.4% |
| Participation rate | 59.6% | 73.3%-13.7pp | 79.8%-20.1pp | 69.5%-9.8pp |
| Annual return | 1.10% | 25.78%-24.7pp | 43.79%-42.7pp | 81.00%-79.9pp |
| Employer contribution / active EE | $1,739 | $2,345-25.9% | $3,865-55.0% | $2,440-28.7% |
| Participant deferral / active EE | $3,841 | $3,585+7.1% | $4,937-22.2% | $3,607+6.5% |
| Admin fee / account holder | $2,931 | $5,517-46.9% | $9,702-69.8% | $5,124-42.8% |