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 | $121,202 | $109,413+10.8% | $156,263-22.4% | $84,808+42.9% |
| Participation rate | 64.7% | 72.7%-8.0pp | 78.9%-14.2pp | 68.3%-3.6pp |
| Annual return | 9.75% | 20.18%-10.4pp | 59.47%-49.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $1,690 | $2,907-41.8% | $4,333-61.0% | $2,631-35.8% |
| Participant deferral / active EE | $4,549 | $4,590-0.9% | $6,158-26.1% | $4,212+8.0% |
| Admin fee / account holder | $32,323 | $9,357+245.5% | $14,255+126.8% | $7,344+340.1% |