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 | $109,828 | $70,669+55.4% | $169,368-35.2% | $75,163+46.1% |
| Participation rate | 67.9% | 64.8%+3.1pp | 77.1%-9.3pp | 67.2%+0.7pp |
| Annual return | 13.22% | 36.36%-23.1pp | 405.60%-392.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,078 | $2,211-6.0% | $4,013-48.2% | $2,670-22.2% |
| Participant deferral / active EE | $4,000 | $4,311-7.2% | $6,221-35.7% | $4,125-3.0% |
| Admin fee / account holder | $1,681 | $5,402-68.9% | $9,003-81.3% | $5,651-70.2% |