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 | $108,825+24.2% | $156,181-13.4% | $82,448+64.0% |
| Participation rate | 61.3% | 72.4%-11.1pp | 78.8%-17.6pp | 68.1%-6.8pp |
| Annual return | 12.15% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,164 | $2,870-59.5% | $4,294-72.9% | $2,551-54.4% |
| Participant deferral / active EE | $8,052 | $4,577+75.9% | $6,132+31.3% | $4,139+94.5% |
| Admin fee / account holder | $15,601 | $9,341+67.0% | $14,586+7.0% | $7,234+115.7% |