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 | $122,684 | $74,927+63.7% | $101,794+20.5% | $84,808+44.7% |
| Participation rate | 57.7% | 61.4%-3.7pp | 69.2%-11.5pp | 68.3%-10.6pp |
| Annual return | 10.41% | 18.70%-8.3pp | 30.53%-20.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,245 | $1,522-18.2% | $2,289-45.6% | $2,631-52.7% |
| Participant deferral / active EE | $2,598 | $3,099-16.2% | $4,084-36.4% | $4,212-38.3% |
| Admin fee / account holder | $2,045 | $6,514-68.6% | $8,777-76.7% | $7,344-72.2% |