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 | $125,063 | $107,452+16.4% | $91,541+36.6% | $142,382-12.2% |
| Participation rate | 47.1% | 75.1%-28.0pp | 69.8%-22.7pp | 80.1%-33.1pp |
| Annual return | 9.09% | 22.06%-13.0pp | 20.50%-11.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,222 | $2,994-59.2% | $2,505-51.2% | $4,299-71.6% |
| Participant deferral / active EE | $1,555 | $4,754-67.3% | $4,008-61.2% | $6,507-76.1% |
| Admin fee / account holder | $33,470 | $8,834+278.9% | $6,956+381.1% | $12,624+165.1% |