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 | $102,444 | $70,669+45.0% | $169,368-39.5% | $75,163+36.3% |
| Participation rate | 50.7% | 64.8%-14.1pp | 77.1%-26.4pp | 67.2%-16.5pp |
| Annual return | 12.62% | 36.36%-23.7pp | 405.60%-393.0pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,274 | $2,211-42.4% | $4,013-68.2% | $2,670-52.3% |
| Participant deferral / active EE | $3,240 | $4,311-24.8% | $6,221-47.9% | $4,125-21.5% |
| Admin fee / account holder | $7,618 | $5,402+41.0% | $9,003-15.4% | $5,651+34.8% |