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 | $88,939 | $157,256-43.4% | $141,162-37.0% | $152,861-41.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 11.68% | 64.32%-52.6pp | 71.39%-59.7pp | 345.32%-333.6pp |
| Employer contribution / active EE | $1,597 | $5,261-69.6% | $4,735-66.3% | $4,762-66.5% |
| Participant deferral / active EE | $8,897 | $7,109+25.1% | $6,709+32.6% | $5,850+52.1% |
| Admin fee / account holder | $8,378 | $12,120-30.9% | $10,261-18.4% | $11,596-27.8% |