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 | $123,091 | $80,717+52.5% | $154,803-20.5% | $84,808+45.1% |
| Participation rate | 46.7% | 66.8%-20.1pp | 78.1%-31.4pp | 68.3%-21.6pp |
| Annual return | 6.66% | 37.96%-31.3pp | 58.88%-52.2pp | 40.90%-34.2pp |
| Employer contribution / active EE | $1,571 | $2,761-43.1% | $4,305-63.5% | $2,631-40.3% |
| Participant deferral / active EE | $2,701 | $3,303-18.2% | $5,540-51.2% | $4,212-35.9% |
| Admin fee / account holder | $59,898 | $6,746+787.9% | $14,329+318.0% | $7,344+715.6% |