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 | $106,310 | $89,753+18.4% | $107,525-1.1% | $84,808+25.4% |
| Participation rate | 35.3% | 68.1%-32.8pp | 75.1%-39.8pp | 68.3%-33.0pp |
| Annual return | 12.64% | 29.48%-16.8pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,383 | $3,113-55.6% | $3,754-63.2% | $2,631-47.4% |
| Participant deferral / active EE | $2,431 | $4,056-40.1% | $5,116-52.5% | $4,212-42.3% |
| Admin fee / account holder | $4,909 | $7,222-32.0% | $8,919-45.0% | $7,344-33.1% |