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 | $99,398 | $57,541+72.7% | $95,745+3.8% | $75,163+32.2% |
| Participation rate | 54.1% | 62.5%-8.5pp | 72.3%-18.2pp | 67.2%-13.1pp |
| Annual return | 10.08% | 34.93%-24.8pp | 28.35%-18.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,728 | $1,808-4.4% | $2,835-39.0% | $2,670-35.3% |
| Participant deferral / active EE | $3,800 | $3,074+23.6% | $4,245-10.5% | $4,125-7.9% |
| Admin fee / account holder | $3,972 | $4,099-3.1% | $5,678-30.0% | $5,651-29.7% |