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 | $109,363 | $105,181+4.0% | $159,436-31.4% | $85,850+27.4% |
| Participation rate | 48.1% | 75.8%-27.6pp | 82.8%-34.7pp | 69.3%-21.2pp |
| Annual return | 9.85% | 45.07%-35.2pp | 263.57%-253.7pp | 318.53%-308.7pp |
| Employer contribution / active EE | $2,800 | $3,318-15.6% | $4,829-42.0% | $2,565+9.2% |
| Participant deferral / active EE | $4,376 | $5,945-26.4% | $7,352-40.5% | $3,952+10.7% |
| Admin fee / account holder | $764 | $6,933-89.0% | $10,799-92.9% | $6,260-87.8% |