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 | $107,441 | $80,968+32.7% | $96,544+11.3% | $75,163+42.9% |
| Participation rate | 65.6% | 71.8%-6.1pp | 76.0%-10.3pp | 67.2%-1.6pp |
| Annual return | 9.76% | 27.06%-17.3pp | 25.84%-16.1pp | 160.62%-150.9pp |
| Employer contribution / active EE | $1,012 | $2,282-55.6% | $2,965-65.9% | $2,670-62.1% |
| Participant deferral / active EE | $4,495 | $3,928+14.4% | $4,851-7.3% | $4,125+9.0% |
| Admin fee / account holder | $19,987 | $6,724+197.2% | $8,252+142.2% | $5,651+253.7% |