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 | $126,121 | $74,927+68.3% | $101,794+23.9% | $84,808+48.7% |
| Participation rate | 52.9% | 61.4%-8.5pp | 69.2%-16.3pp | 68.3%-15.5pp |
| Annual return | 11.17% | 18.70%-7.5pp | 30.53%-19.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,235 | $1,522-18.9% | $2,289-46.1% | $2,631-53.1% |
| Participant deferral / active EE | $2,474 | $3,099-20.2% | $4,084-39.4% | $4,212-41.3% |
| Admin fee / account holder | $12,744 | $6,514+95.7% | $8,777+45.2% | $7,344+73.5% |