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 | $70,533 | $86,286-18.3% | $111,297-36.6% | $85,850-17.8% |
| Participation rate | 55.9% | 73.3%-17.4pp | 77.3%-21.4pp | 69.3%-13.4pp |
| Annual return | 9.47% | 19.99%-10.5pp | 54.65%-45.2pp | 318.53%-309.1pp |
| Employer contribution / active EE | $1,104 | $2,043-46.0% | $2,731-59.6% | $2,565-57.0% |
| Participant deferral / active EE | $3,701 | $3,641+1.7% | $4,487-17.5% | $3,952-6.3% |
| Admin fee / account holder | $8,934 | $8,188+9.1% | $7,964+12.2% | $6,260+42.7% |