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 | $150,155 | $127,065+18.2% | $113,168+32.7% | $142,382+5.5% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 9.13% | 24.03%-14.9pp | 24.27%-15.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,261 | $3,442-63.4% | $2,975-57.6% | $4,299-70.7% |
| Participant deferral / active EE | $2,078 | $5,716-63.6% | $5,107-59.3% | $6,507-68.1% |
| Admin fee / account holder | $781 | $15,736-95.0% | $12,068-93.5% | $12,624-93.8% |