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 | $111,293 | $99,020+12.4% | $86,590+28.5% | $147,584-24.6% |
| Participation rate | 18.2% | 76.3%-58.2pp | 73.5%-55.4pp | 82.8%-64.6pp |
| Annual return | 6.35% | 1312.34%-1306.0pp | 964.84%-958.5pp | 578.55%-572.2pp |
| Employer contribution / active EE | $214 | $3,132-93.2% | $2,839-92.5% | $4,876-95.6% |
| Participant deferral / active EE | $905 | $3,972-77.2% | $3,609-74.9% | $5,439-83.4% |
| Admin fee / account holder | $1,120 | $5,710-80.4% | $4,906-77.2% | $10,885-89.7% |