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 | $108,652 | $102,317+6.2% | $146,958-26.1% | $80,856+34.4% |
| Participation rate | 61.5% | 75.8%-14.3pp | 82.2%-20.6pp | 67.6%-6.1pp |
| Annual return | 9.06% | 134.76%-125.7pp | 418.34%-409.3pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,645 | $3,713-28.8% | $4,933-46.4% | $2,755-4.0% |
| Participant deferral / active EE | $5,492 | $6,644-17.3% | $8,070-31.9% | $4,296+27.9% |
| Admin fee / account holder | $6,104 | $7,941-23.1% | $12,998-53.0% | $6,918-11.8% |