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 | $128,150 | $115,770+10.7% | $101,248+26.6% | $158,922-19.4% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 5.44% | 56.14%-50.7pp | 46.47%-41.0pp | 302.83%-297.4pp |
| Employer contribution / active EE | $1,985 | $4,175-52.4% | $3,660-45.8% | $4,761-58.3% |
| Participant deferral / active EE | $6,408 | $4,957+29.3% | $4,370+46.6% | $5,982+7.1% |
| Admin fee / account holder | $1,325 | $7,245-81.7% | $5,945-77.7% | $11,246-88.2% |