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 | $103,743 | $82,978+25.0% | $129,995-20.2% | $71,457+45.2% |
| Participation rate | 42.0% | 74.1%-32.1pp | 78.5%-36.5pp | 67.9%-26.0pp |
| Annual return | 14.12% | 20.60%-6.5pp | -137.18%+151.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,248 | $2,622-52.4% | $4,320-71.1% | $2,588-51.8% |
| Participant deferral / active EE | $2,322 | $4,432-47.6% | $5,820-60.1% | $4,289-45.9% |
| Admin fee / account holder | $8,091 | $1,729+368.0% | $10,614-23.8% | $1,587+409.7% |