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 | $113,027 | $67,606+67.2% | $82,313+37.3% | $70,131+61.2% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 9.64% | 21.57%-11.9pp | 25.88%-16.2pp | 73.14%-63.5pp |
| Employer contribution / active EE | $409 | $1,755-76.7% | $2,428-83.2% | $2,342-82.6% |
| Participant deferral / active EE | $4,534 | $2,987+51.8% | $3,706+22.3% | $3,332+36.1% |
| Admin fee / account holder | $6,028 | $4,512+33.6% | $5,608+7.5% | $4,645+29.8% |