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 | $126,129 | $106,749+18.2% | $145,433-13.3% | $82,448+53.0% |
| Participation rate | 45.5% | 75.6%-30.2pp | 82.1%-36.7pp | 68.1%-22.6pp |
| Annual return | 9.35% | 27.59%-18.2pp | 66.58%-57.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,533 | $3,444-55.5% | $4,554-66.3% | $2,551-39.9% |
| Participant deferral / active EE | $3,143 | $6,519-51.8% | $7,897-60.2% | $4,139-24.1% |
| Admin fee / account holder | $41,265 | $8,390+391.8% | $13,129+214.3% | $7,234+470.4% |