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 | $124,220 | $80,717+53.9% | $154,803-19.8% | $84,808+46.5% |
| Participation rate | 43.3% | 66.8%-23.5pp | 78.1%-34.7pp | 68.3%-25.0pp |
| Annual return | 5.38% | 37.96%-32.6pp | 58.88%-53.5pp | 40.90%-35.5pp |
| Employer contribution / active EE | $1,402 | $2,761-49.2% | $4,305-67.4% | $2,631-46.7% |
| Participant deferral / active EE | $2,428 | $3,303-26.5% | $5,540-56.2% | $4,212-42.3% |
| Admin fee / account holder | $1,061 | $6,746-84.3% | $14,329-92.6% | $7,344-85.5% |