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 | $74,920 | $61,605+21.6% | $112,229-33.2% | $75,163-0.3% |
| Participation rate | 57.1% | 61.7%-4.5pp | 72.4%-15.3pp | 67.2%-10.0pp |
| Annual return | 10.03% | 28.47%-18.4pp | 30.20%-20.2pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,793 | $2,015-11.0% | $3,430-47.7% | $2,670-32.9% |
| Participant deferral / active EE | $2,249 | $3,108-27.6% | $4,798-53.1% | $4,125-45.5% |
| Admin fee / account holder | $13,273 | $4,862+173.0% | $7,748+71.3% | $5,651+134.9% |