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 | $118,489 | $214,378-44.7% | $200,582-40.9% | $142,382-16.8% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 10.80% | 46.41%-35.6pp | 42.33%-31.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $13,951 | $6,841+103.9% | $6,419+117.3% | $4,299+224.5% |
| Participant deferral / active EE | $5,786 | $9,865-41.3% | $9,331-38.0% | $6,507-11.1% |
| Admin fee / account holder | $27,048 | $17,692+52.9% | $16,305+65.9% | $12,624+114.3% |