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 | $113,566 | $79,944+42.1% | $98,439+15.4% | $75,163+51.1% |
| Participation rate | 53.8% | 70.4%-16.5pp | 75.2%-21.3pp | 67.2%-13.3pp |
| Annual return | 11.32% | 19.75%-8.4pp | 21.16%-9.8pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,402 | $2,264-38.1% | $3,048-54.0% | $2,670-47.5% |
| Participant deferral / active EE | $6,592 | $3,752+75.7% | $4,738+39.1% | $4,125+59.8% |
| Admin fee / account holder | $1,762 | $6,840-74.2% | $8,948-80.3% | $5,651-68.8% |