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 | $133,123 | $73,933+80.1% | $96,683+37.7% | $75,163+77.1% |
| Participation rate | 56.5% | 66.4%-10.0pp | 74.3%-17.9pp | 67.2%-10.7pp |
| Annual return | 12.05% | 26.70%-14.7pp | 35.69%-23.6pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,622 | $2,928-44.6% | $3,737-56.6% | $2,670-39.3% |
| Participant deferral / active EE | $3,234 | $3,659-11.6% | $4,878-33.7% | $4,125-21.6% |
| Admin fee / account holder | $12,615 | $5,216+141.8% | $6,730+87.5% | $5,651+123.2% |