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 | $107,337 | $83,477+28.6% | $125,175-14.3% | $72,985+47.1% |
| Participation rate | 63.6% | 73.3%-9.7pp | 79.8%-16.1pp | 69.5%-5.8pp |
| Annual return | 13.90% | 25.78%-11.9pp | 43.79%-29.9pp | 81.00%-67.1pp |
| Employer contribution / active EE | $1,507 | $2,345-35.8% | $3,865-61.0% | $2,440-38.3% |
| Participant deferral / active EE | $3,876 | $3,585+8.1% | $4,937-21.5% | $3,607+7.5% |
| Admin fee / account holder | $15,197 | $5,517+175.4% | $9,702+56.6% | $5,124+196.6% |