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 | $201,639 | $157,256+28.2% | $141,162+42.8% | $152,861+31.9% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.4%-44.9pp |
| Annual return | 8.60% | 64.32%-55.7pp | 71.39%-62.8pp | 345.32%-336.7pp |
| Employer contribution / active EE | $1,472 | $5,261-72.0% | $4,735-68.9% | $4,762-69.1% |
| Participant deferral / active EE | $4,513 | $7,109-36.5% | $6,709-32.7% | $5,850-22.9% |
| Admin fee / account holder | $1,307 | $12,120-89.2% | $10,261-87.3% | $11,596-88.7% |