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 | $98,611 | $88,672+11.2% | $105,223-6.3% | $82,448+19.6% |
| Participation rate | 48.1% | 67.9%-19.8pp | 75.0%-26.9pp | 68.1%-19.9pp |
| Annual return | 11.70% | 30.86%-19.2pp | 180.65%-169.0pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,863 | $3,048-38.9% | $3,689-49.5% | $2,551-27.0% |
| Participant deferral / active EE | $4,254 | $4,036+5.4% | $5,072-16.1% | $4,139+2.8% |
| Admin fee / account holder | $14,325 | $7,146+100.5% | $8,859+61.7% | $7,234+98.0% |