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 | $114,165 | $109,881+3.9% | $150,045-23.9% | $84,808+34.6% |
| Participation rate | 56.0% | 76.1%-20.1pp | 82.3%-26.3pp | 68.3%-12.3pp |
| Annual return | 10.97% | 28.25%-17.3pp | 62.55%-51.6pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,895 | $3,561-18.7% | $4,693-38.3% | $2,631+10.0% |
| Participant deferral / active EE | $7,714 | $6,636+16.2% | $7,997-3.5% | $4,212+83.2% |
| Admin fee / account holder | $34,264 | $8,568+299.9% | $13,435+155.0% | $7,344+366.6% |