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 | $125,944 | $101,724+23.8% | $164,813-23.6% | $80,856+55.8% |
| Participation rate | 45.6% | 71.8%-26.3pp | 78.6%-33.0pp | 67.6%-22.1pp |
| Annual return | 9.56% | 16.72%-7.2pp | 69.93%-60.4pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,251 | $2,953-57.6% | $4,341-71.2% | $2,755-54.6% |
| Participant deferral / active EE | $3,170 | $4,477-29.2% | $6,031-47.4% | $4,296-26.2% |
| Admin fee / account holder | $5,043 | $8,227-38.7% | $12,690-60.3% | $6,918-27.1% |