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 | $135,211 | $109,413+23.6% | $156,263-13.5% | $84,808+59.4% |
| Participation rate | 61.3% | 72.7%-11.4pp | 78.9%-17.7pp | 68.3%-7.1pp |
| Annual return | 12.15% | 20.18%-8.0pp | 59.47%-47.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,164 | $2,907-60.0% | $4,333-73.1% | $2,631-55.8% |
| Participant deferral / active EE | $8,052 | $4,590+75.4% | $6,158+30.7% | $4,212+91.2% |
| Admin fee / account holder | $15,601 | $9,357+66.7% | $14,255+9.4% | $7,344+112.4% |