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 | $116,320 | $78,672+47.9% | $109,143+6.6% | $85,850+35.5% |
| Participation rate | 48.0% | 68.3%-20.3pp | 75.9%-27.9pp | 69.3%-21.3pp |
| Annual return | 10.89% | 25.09%-14.2pp | 25.75%-14.9pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,404 | $2,735-48.7% | $3,722-62.3% | $2,565-45.3% |
| Participant deferral / active EE | $1,771 | $3,467-48.9% | $4,653-61.9% | $3,952-55.2% |
| Admin fee / account holder | $14,764 | $5,469+169.9% | $6,752+118.7% | $6,260+135.9% |