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 | $114,833 | $100,923+13.8% | $150,045-23.5% | $74,304+54.5% |
| Participation rate | 38.7% | 70.1%-31.4pp | 82.3%-43.7pp | 60.3%-21.7pp |
| Annual return | 14.56% | 51.77%-37.2pp | 62.55%-48.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,650 | $3,463-52.4% | $4,693-64.8% | $2,241-26.4% |
| Participant deferral / active EE | $3,423 | $6,709-49.0% | $7,997-57.2% | $3,767-9.1% |
| Admin fee / account holder | $1,998 | $2,767-27.8% | $13,435-85.1% | $2,969-32.7% |