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 | $82,457 | $73,638+12.0% | $95,952-14.1% | $73,488+12.2% |
| Participation rate | 67.3% | 76.2%-8.9pp | 77.1%-9.8pp | 70.7%-3.4pp |
| Annual return | 6.30% | 16.78%-10.5pp | 91.61%-85.3pp | 28.51%-22.2pp |
| Employer contribution / active EE | $1,002 | $1,863-46.2% | $2,541-60.6% | $2,270-55.9% |
| Participant deferral / active EE | $2,724 | $3,617-24.7% | $4,167-34.6% | $3,740-27.2% |
| Admin fee / account holder | $5,801 | $482+1103.4% | $6,795-14.6% | $513+1030.7% |