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 7-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 | $113,463 | $95,416+18.9% | $185,823-38.9% | $85,850+32.2% |
| Participation rate | 51.9% | 68.8%-16.9pp | 81.7%-29.8pp | 69.3%-17.5pp |
| Annual return | 10.16% | 23.59%-13.4pp | 122.05%-111.9pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,144 | $3,314-65.5% | $5,167-77.9% | $2,565-55.4% |
| Participant deferral / active EE | $2,431 | $3,423-29.0% | $5,568-56.3% | $3,952-38.5% |
| Admin fee / account holder | $52,912 | $7,213+633.6% | $16,237+225.9% | $6,260+745.3% |