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 | $143,687 | $159,602-10.0% | $150,045-4.2% | $142,382+0.9% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.3%-18.7pp | 80.1%-16.5pp |
| Annual return | 10.71% | 70.24%-59.5pp | 62.55%-51.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,604 | $4,961-47.5% | $4,693-44.5% | $4,299-39.4% |
| Participant deferral / active EE | $6,890 | $8,310-17.1% | $7,997-13.8% | $6,507+5.9% |
| Admin fee / account holder | $7,415 | $14,846-50.1% | $13,435-44.8% | $12,624-41.3% |