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 | $142,018 | $106,515+33.3% | $96,683+46.9% | $139,434+1.9% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 10.61% | 38.43%-27.8pp | 35.69%-25.1pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,724 | $4,103-58.0% | $3,737-53.9% | $4,751-63.7% |
| Participant deferral / active EE | $7,578 | $5,454+39.0% | $4,878+55.4% | $6,710+12.9% |
| Admin fee / account holder | $17,556 | $7,877+122.9% | $6,730+160.9% | $11,403+54.0% |