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 | $133,493 | $81,460+63.9% | $103,333+29.2% | $80,856+65.1% |
| Participation rate | 48.6% | 66.8%-18.3pp | 74.5%-25.9pp | 67.6%-19.1pp |
| Annual return | 8.67% | 25.55%-16.9pp | 24.88%-16.2pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,609 | $3,105-16.0% | $3,868-32.5% | $2,755-5.3% |
| Participant deferral / active EE | $4,308 | $3,869+11.4% | $5,057-14.8% | $4,296+0.3% |
| Admin fee / account holder | $90,220 | $6,566+1274.0% | $8,355+979.9% | $6,918+1204.1% |