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 | $138,153 | $107,452+28.6% | $91,541+50.9% | $142,382-3.0% |
| Participation rate | 65.2% | 75.1%-9.9pp | 69.8%-4.6pp | 80.1%-14.9pp |
| Annual return | 2.24% | 22.06%-19.8pp | 20.50%-18.3pp | 217.08%-214.8pp |
| Employer contribution / active EE | $4,369 | $2,994+45.9% | $2,505+74.5% | $4,299+1.6% |
| Participant deferral / active EE | $3,620 | $4,754-23.9% | $4,008-9.7% | $6,507-44.4% |
| Admin fee / account holder | $3,747 | $8,834-57.6% | $6,956-46.1% | $12,624-70.3% |