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 | $128,814 | $101,724+26.6% | $164,813-21.8% | $80,856+59.3% |
| Participation rate | 68.6% | 71.8%-3.3pp | 78.6%-10.0pp | 67.6%+0.9pp |
| Annual return | 10.34% | 16.72%-6.4pp | 69.93%-59.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,347 | $2,953-54.4% | $4,341-69.0% | $2,755-51.1% |
| Participant deferral / active EE | $3,593 | $4,477-19.7% | $6,031-40.4% | $4,296-16.4% |
| Admin fee / account holder | $55,682 | $8,227+576.8% | $12,690+338.8% | $6,918+704.9% |