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 | $129,444 | $121,719+6.3% | $210,053-38.4% | $116,462+11.1% |
| Participation rate | 65.6% | 76.0%-10.4pp | 80.8%-15.2pp | 74.7%-9.1pp |
| Annual return | 4.92% | 14.29%-9.4pp | 232.76%-227.8pp | 15.65%-10.7pp |
| Employer contribution / active EE | $1,679 | $2,386-29.6% | $4,521-62.9% | $3,231-48.0% |
| Participant deferral / active EE | $2,710 | $3,917-30.8% | $4,238-36.1% | $3,836-29.4% |
| Admin fee / account holder | $74,653 | $13,730+443.7% | $16,990+339.4% | $12,754+485.3% |