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 | $98,416 | $94,625+4.0% | $116,228-15.3% | $84,808+16.0% |
| Participation rate | 60.7% | 70.4%-9.7pp | 74.6%-13.8pp | 68.3%-7.6pp |
| Annual return | 11.08% | 20.40%-9.3pp | 90.06%-79.0pp | 40.90%-29.8pp |
| Employer contribution / active EE | $978 | $2,347-58.3% | $2,994-67.3% | $2,631-62.8% |
| Participant deferral / active EE | $3,153 | $3,972-20.6% | $4,953-36.3% | $4,212-25.1% |
| Admin fee / account holder | $13,068 | $10,091+29.5% | $11,989+9.0% | $7,344+77.9% |