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 | $106,617 | $80,717+32.1% | $154,803-31.1% | $84,808+25.7% |
| Participation rate | 58.1% | 66.8%-8.7pp | 78.1%-20.0pp | 68.3%-10.2pp |
| Annual return | 11.75% | 37.96%-26.2pp | 58.88%-47.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,232 | $2,761-19.2% | $4,305-48.2% | $2,631-15.2% |
| Participant deferral / active EE | $4,072 | $3,303+23.3% | $5,540-26.5% | $4,212-3.3% |
| Admin fee / account holder | $6,113 | $6,746-9.4% | $14,329-57.3% | $7,344-16.8% |