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 | $101,890 | $89,753+13.5% | $107,525-5.2% | $84,808+20.1% |
| Participation rate | 64.6% | 68.1%-3.5pp | 75.1%-10.5pp | 68.3%-3.7pp |
| Annual return | 12.80% | 29.48%-16.7pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $956 | $3,113-69.3% | $3,754-74.5% | $2,631-63.7% |
| Participant deferral / active EE | $3,965 | $4,056-2.3% | $5,116-22.5% | $4,212-5.9% |
| Admin fee / account holder | $13,393 | $7,222+85.5% | $8,919+50.2% | $7,344+82.4% |