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 | $167,446 | $127,065+31.8% | $113,168+48.0% | $142,382+17.6% |
| Participation rate | 68.2% | 79.2%-11.0pp | 76.6%-8.4pp | 80.1%-11.9pp |
| Annual return | 8.99% | 24.03%-15.0pp | 24.27%-15.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,487 | $3,442-56.8% | $2,975-50.0% | $4,299-65.4% |
| Participant deferral / active EE | $3,962 | $5,716-30.7% | $5,107-22.4% | $6,507-39.1% |
| Admin fee / account holder | $40,224 | $15,736+155.6% | $12,068+233.3% | $12,624+218.6% |