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 | $104,034 | $78,672+32.2% | $109,143-4.7% | $85,850+21.2% |
| Participation rate | 57.6% | 68.3%-10.7pp | 75.9%-18.3pp | 69.3%-11.7pp |
| Annual return | 6.45% | 25.09%-18.6pp | 25.75%-19.3pp | 318.53%-312.1pp |
| Employer contribution / active EE | $1,240 | $2,735-54.7% | $3,722-66.7% | $2,565-51.7% |
| Participant deferral / active EE | $4,368 | $3,467+26.0% | $4,653-6.1% | $3,952+10.5% |
| Admin fee / account holder | $24,956 | $5,469+356.3% | $6,752+269.6% | $6,260+298.7% |