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 | $117,378 | $79,944+46.8% | $98,439+19.2% | $75,163+56.2% |
| Participation rate | 58.6% | 70.4%-11.7pp | 75.2%-16.5pp | 67.2%-8.6pp |
| Annual return | 11.74% | 19.75%-8.0pp | 21.16%-9.4pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,783 | $2,264-21.3% | $3,048-41.5% | $2,670-33.2% |
| Participant deferral / active EE | $3,266 | $3,752-12.9% | $4,738-31.1% | $4,125-20.8% |
| Admin fee / account holder | $4,887 | $6,840-28.6% | $8,948-45.4% | $5,651-13.5% |