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 | $102,085 | $80,717+26.5% | $154,803-34.1% | $84,808+20.4% |
| Participation rate | 64.0% | 66.8%-2.9pp | 78.1%-14.1pp | 68.3%-4.4pp |
| Annual return | 8.44% | 37.96%-29.5pp | 58.88%-50.4pp | 40.90%-32.5pp |
| Employer contribution / active EE | $1,532 | $2,761-44.5% | $4,305-64.4% | $2,631-41.8% |
| Participant deferral / active EE | $2,315 | $3,303-29.9% | $5,540-58.2% | $4,212-45.0% |
| Admin fee / account holder | $35,084 | $6,746+420.1% | $14,329+144.8% | $7,344+377.7% |