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 | $116,195 | $78,705+47.6% | $117,854-1.4% | $70,131+65.7% |
| Participation rate | 69.4% | 73.2%-3.7pp | 79.7%-10.2pp | 69.5%-0.1pp |
| Annual return | 11.58% | 23.30%-11.7pp | 335.08%-323.5pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,450 | $2,223-34.8% | $3,786-61.7% | $2,342-38.1% |
| Participant deferral / active EE | $2,515 | $3,297-23.7% | $4,482-43.9% | $3,332-24.5% |
| Admin fee / account holder | $8,220 | $5,065+62.3% | $8,020+2.5% | $4,645+77.0% |