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 | $120,127 | $86,286+39.2% | $111,297+7.9% | $85,850+39.9% |
| Participation rate | 64.6% | 73.3%-8.8pp | 77.3%-12.8pp | 69.3%-4.8pp |
| Annual return | 10.10% | 19.99%-9.9pp | 54.65%-44.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,898 | $2,043-7.1% | $2,731-30.5% | $2,565-26.0% |
| Participant deferral / active EE | $4,220 | $3,641+15.9% | $4,487-5.9% | $3,952+6.8% |
| Admin fee / account holder | $5,258 | $8,188-35.8% | $7,964-34.0% | $6,260-16.0% |