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 | $114,226 | $93,571+22.1% | $135,903-16.0% | $75,163+52.0% |
| Participation rate | 36.0% | 75.2%-39.2pp | 81.9%-45.9pp | 67.2%-31.2pp |
| Annual return | 11.69% | 30.90%-19.2pp | 68.23%-56.5pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,525 | $3,537-56.9% | $4,856-68.6% | $2,670-42.9% |
| Participant deferral / active EE | $3,110 | $6,404-51.4% | $7,758-59.9% | $4,125-24.6% |
| Admin fee / account holder | $46,496 | $6,975+566.6% | $10,762+332.0% | $5,651+722.8% |