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 | $163,328 | $118,849+37.4% | $96,562+69.1% | $167,490-2.5% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 4.97% | 50.49%-45.5pp | 37.78%-32.8pp | 478.56%-473.6pp |
| Employer contribution / active EE | $1,540 | $3,120-50.6% | $2,356-34.7% | $4,837-68.2% |
| Participant deferral / active EE | $6,594 | $4,616+42.9% | $3,849+71.3% | $6,341+4.0% |
| Admin fee / account holder | $1,045 | $8,065-87.0% | $6,181-83.1% | $12,309-91.5% |