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 | $104,366 | $78,672+32.7% | $109,143-4.4% | $85,850+21.6% |
| Participation rate | 52.6% | 68.3%-15.7pp | 75.9%-23.3pp | 69.3%-16.7pp |
| Annual return | 10.33% | 25.09%-14.8pp | 25.75%-15.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,929 | $2,735-29.5% | $3,722-48.2% | $2,565-24.8% |
| Participant deferral / active EE | $3,958 | $3,467+14.1% | $4,653-14.9% | $3,952+0.1% |
| Admin fee / account holder | $11,134 | $5,469+103.6% | $6,752+64.9% | $6,260+77.9% |