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 | $75,146 | $72,492+3.7% | $87,100-13.7% | $72,985+3.0% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.9%-15.3pp | 69.5%-7.9pp |
| Annual return | 15.65% | 24.46%-8.8pp | 28.19%-12.5pp | 81.00%-65.3pp |
| Employer contribution / active EE | $1,868 | $1,894-1.4% | $2,521-25.9% | $2,440-23.5% |
| Participant deferral / active EE | $3,628 | $3,270+11.0% | $4,049-10.4% | $3,607+0.6% |
| Admin fee / account holder | $24,460 | $5,055+383.9% | $7,497+226.3% | $5,124+377.3% |