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 | $102,200 | $77,899+31.2% | $149,673-31.7% | $75,163+36.0% |
| Participation rate | 52.2% | 65.6%-13.3pp | 78.8%-26.5pp | 67.2%-15.0pp |
| Annual return | 13.19% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,363 | $3,137-56.5% | $4,818-71.7% | $2,670-48.9% |
| Participant deferral / active EE | $2,274 | $3,411-33.3% | $5,680-60.0% | $4,125-44.9% |
| Admin fee / account holder | $11,546 | $5,956+93.8% | $13,210-12.6% | $5,651+104.3% |