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 | $104,700 | $77,899+34.4% | $149,673-30.0% | $75,163+39.3% |
| Participation rate | 51.9% | 65.6%-13.7pp | 78.8%-26.9pp | 67.2%-15.3pp |
| Annual return | 9.74% | 31.72%-22.0pp | 134.42%-124.7pp | 160.62%-150.9pp |
| Employer contribution / active EE | $3,704 | $3,137+18.0% | $4,818-23.1% | $2,670+38.7% |
| Participant deferral / active EE | $2,437 | $3,411-28.5% | $5,680-57.1% | $4,125-40.9% |
| Admin fee / account holder | $872 | $5,956-85.4% | $13,210-93.4% | $5,651-84.6% |