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 | $124,916 | $86,944+43.7% | $107,525+16.2% | $74,304+68.1% |
| Participation rate | 48.6% | 59.6%-11.0pp | 75.1%-26.5pp | 60.3%-11.8pp |
| Annual return | 12.64% | 23.52%-10.9pp | 181.32%-168.7pp | 29.43%-16.8pp |
| Employer contribution / active EE | $2,326 | $2,757-15.6% | $3,754-38.0% | $2,241+3.8% |
| Participant deferral / active EE | $3,140 | $3,554-11.6% | $5,116-38.6% | $3,767-16.6% |
| Admin fee / account holder | $11,839 | $3,727+217.7% | $8,919+32.7% | $2,969+298.8% |