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 | $128,181 | $106,749+20.1% | $145,433-11.9% | $82,448+55.5% |
| Participation rate | 64.5% | 75.6%-11.1pp | 82.1%-17.6pp | 68.1%-3.6pp |
| Annual return | 14.02% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,227 | $3,444-64.4% | $4,554-73.1% | $2,551-51.9% |
| Participant deferral / active EE | $5,255 | $6,519-19.4% | $7,897-33.5% | $4,139+26.9% |
| Admin fee / account holder | $8,039 | $8,390-4.2% | $13,129-38.8% | $7,234+11.1% |