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 | $124,881+3.7% | $209,409-38.2% | $116,875+10.8% |
| Participation rate | 65.6% | 75.8%-10.2pp | 80.4%-14.8pp | 74.5%-9.0pp |
| Annual return | 4.92% | 14.56%-9.6pp | 159.49%-154.6pp | 16.29%-11.4pp |
| Employer contribution / active EE | $1,679 | $2,588-35.1% | $5,035-66.6% | $3,288-48.9% |
| Participant deferral / active EE | $2,710 | $3,793-28.6% | $4,230-35.9% | $3,885-30.3% |
| Admin fee / account holder | $74,653 | $12,933+477.2% | $16,474+353.2% | $12,263+508.8% |