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 | $124,250 | $109,413+13.6% | $156,263-20.5% | $84,808+46.5% |
| Participation rate | 65.0% | 72.7%-7.7pp | 78.9%-13.9pp | 68.3%-3.3pp |
| Annual return | 11.56% | 20.18%-8.6pp | 59.47%-47.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,717 | $2,907-40.9% | $4,333-60.4% | $2,631-34.7% |
| Participant deferral / active EE | $4,659 | $4,590+1.5% | $6,158-24.3% | $4,212+10.6% |
| Admin fee / account holder | $25,764 | $9,357+175.4% | $14,255+80.7% | $7,344+250.8% |