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 | $121,220 | $87,870+38.0% | $113,168+7.1% | $74,304+63.1% |
| Participation rate | 66.4% | 70.7%-4.4pp | 76.6%-10.2pp | 60.3%+6.0pp |
| Annual return | 11.02% | 26.44%-15.4pp | 24.27%-13.2pp | 29.43%-18.4pp |
| Employer contribution / active EE | $986 | $2,277-56.7% | $2,975-66.8% | $2,241-56.0% |
| Participant deferral / active EE | $4,369 | $4,241+3.0% | $5,107-14.4% | $3,767+16.0% |
| Admin fee / account holder | $9,529 | $3,368+182.9% | $12,068-21.0% | $2,969+221.0% |