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 | $98,744 | $102,605-3.8% | $145,661-32.2% | $84,808+16.4% |
| Participation rate | 62.5% | 74.3%-11.8pp | 77.2%-14.7pp | 68.3%-5.8pp |
| Annual return | 13.30% | 26.50%-13.2pp | 101.46%-88.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,778 | $3,325-46.5% | $4,238-58.1% | $2,631-32.4% |
| Participant deferral / active EE | $5,655 | $5,750-1.7% | $7,198-21.4% | $4,212+34.3% |
| Admin fee / account holder | $31,279 | $8,758+257.2% | $12,466+150.9% | $7,344+325.9% |