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 | $143,236 | $58,926+143.1% | $97,226+47.3% | $74,495+92.3% |
| Participation rate | 51.2% | 63.5%-12.3pp | 72.7%-21.5pp | 67.2%-16.0pp |
| Annual return | 10.60% | 16.04%-5.4pp | 75.13%-64.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,434 | $1,894-24.3% | $2,729-47.5% | $2,623-45.3% |
| Participant deferral / active EE | $4,035 | $3,664+10.1% | $4,264-5.4% | $4,346-7.1% |
| Admin fee / account holder | $2,599 | $1,974+31.7% | $5,654-54.0% | $1,942+33.9% |