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 | $110,494 | $63,861+73.0% | $104,607+5.6% | $79,858+38.4% |
| Participation rate | 57.1% | 64.9%-7.8pp | 74.1%-16.9pp | 69.6%-12.5pp |
| Annual return | 2.38% | 21.30%-18.9pp | 340.46%-338.1pp | 31.71%-29.3pp |
| Employer contribution / active EE | $1,926 | $1,588+21.2% | $2,681-28.2% | $2,471-22.1% |
| Participant deferral / active EE | $2,827 | $2,693+5.0% | $3,740-24.4% | $3,740-24.4% |
| Admin fee / account holder | $43,467 | $4,185+938.7% | $6,473+571.5% | $5,306+719.2% |