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 | $150,895 | $116,175+29.9% | $93,606+61.2% | $152,861-1.3% |
| Participation rate | 16.7% | 78.0%-61.4pp | 75.8%-59.2pp | 82.4%-65.8pp |
| Annual return | 8.25% | 35.96%-27.7pp | 32.76%-24.5pp | 345.32%-337.1pp |
| Employer contribution / active EE | $1,219 | $3,218-62.1% | $2,718-55.1% | $4,762-74.4% |
| Participant deferral / active EE | $2,935 | $4,603-36.2% | $4,069-27.9% | $5,850-49.8% |
| Admin fee / account holder | $1,799 | $10,748-83.3% | $7,888-77.2% | $11,596-84.5% |