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 | $113,205 | $106,749+6.0% | $145,433-22.2% | $82,448+37.3% |
| Participation rate | 47.1% | 75.6%-28.6pp | 82.1%-35.1pp | 68.1%-21.0pp |
| Annual return | 12.17% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,954 | $3,444-43.3% | $4,554-57.1% | $2,551-23.4% |
| Participant deferral / active EE | $4,539 | $6,519-30.4% | $7,897-42.5% | $4,139+9.6% |
| Admin fee / account holder | $32,602 | $8,390+288.6% | $13,129+148.3% | $7,234+350.7% |