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 | $146,781 | $123,793+18.6% | $177,821-17.5% | $79,858+83.8% |
| Participation rate | 21.4% | 84.7%-63.2pp | 87.7%-66.3pp | 69.6%-48.2pp |
| Annual return | 8.90% | 22.82%-13.9pp | 48.32%-39.4pp | 31.71%-22.8pp |
| Employer contribution / active EE | $2,009 | $4,095-50.9% | $5,918-66.0% | $2,471-18.7% |
| Participant deferral / active EE | $3,456 | $5,956-42.0% | $7,714-55.2% | $3,740-7.6% |
| Admin fee / account holder | $15,883 | $7,243+119.3% | $12,427+27.8% | $5,306+199.3% |