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 | $126,949 | $89,753+41.4% | $107,525+18.1% | $84,808+49.7% |
| Participation rate | 61.4% | 68.1%-6.6pp | 75.1%-13.6pp | 68.3%-6.9pp |
| Annual return | 7.70% | 29.48%-21.8pp | 181.32%-173.6pp | 40.90%-33.2pp |
| Employer contribution / active EE | $3,285 | $3,113+5.5% | $3,754-12.5% | $2,631+24.8% |
| Participant deferral / active EE | $4,860 | $4,056+19.8% | $5,116-5.0% | $4,212+15.4% |
| Admin fee / account holder | $4,604 | $7,222-36.3% | $8,919-48.4% | $7,344-37.3% |