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 | $148,268 | $152,587-2.8% | $125,175+18.4% | $152,861-3.0% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 1.31% | 54.84%-53.5pp | 43.79%-42.5pp | 345.32%-344.0pp |
| Employer contribution / active EE | $1,592 | $4,946-67.8% | $3,865-58.8% | $4,762-66.6% |
| Participant deferral / active EE | $10,910 | $5,868+85.9% | $4,937+121.0% | $5,850+86.5% |
| Admin fee / account holder | $17,722 | $13,434+31.9% | $9,702+82.7% | $11,596+52.8% |