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 | $93,312 | $81,460+14.6% | $103,333-9.7% | $80,856+15.4% |
| Participation rate | 37.3% | 66.8%-29.6pp | 74.5%-37.2pp | 67.6%-30.4pp |
| Annual return | 8.12% | 25.55%-17.4pp | 24.88%-16.8pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,367 | $3,105-56.0% | $3,868-64.7% | $2,755-50.4% |
| Participant deferral / active EE | $3,586 | $3,869-7.3% | $5,057-29.1% | $4,296-16.5% |
| Admin fee / account holder | $9,096 | $6,566+38.5% | $8,355+8.9% | $6,918+31.5% |