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 | $105,610 | $102,605+2.9% | $145,661-27.5% | $84,808+24.5% |
| Participation rate | 65.9% | 74.3%-8.4pp | 77.2%-11.4pp | 68.3%-2.5pp |
| Annual return | 8.05% | 26.50%-18.5pp | 101.46%-93.4pp | 40.90%-32.8pp |
| Employer contribution / active EE | $1,010 | $3,325-69.6% | $4,238-76.2% | $2,631-61.6% |
| Participant deferral / active EE | $4,861 | $5,750-15.5% | $7,198-32.5% | $4,212+15.4% |
| Admin fee / account holder | $86,972 | $8,758+893.1% | $12,466+597.7% | $7,344+1084.3% |