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 | $95,177 | $80,673+18.0% | $101,326-6.1% | $84,808+12.2% |
| Participation rate | 36.4% | 77.8%-41.4pp | 81.5%-45.1pp | 68.3%-31.9pp |
| Annual return | 10.35% | 38.95%-28.6pp | 36.82%-26.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,229 | $2,698-54.4% | $3,665-66.5% | $2,631-53.3% |
| Participant deferral / active EE | $4,035 | $6,840-41.0% | $7,994-49.5% | $4,212-4.2% |
| Admin fee / account holder | $45,447 | $12,784+255.5% | $11,185+306.3% | $7,344+518.8% |