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 | $127,273 | $106,584+19.4% | $101,326+25.6% | $142,382-10.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 3.13% | 36.93%-33.8pp | 36.82%-33.7pp | 217.08%-213.9pp |
| Employer contribution / active EE | $3,467 | $3,956-12.4% | $3,665-5.4% | $4,299-19.4% |
| Participant deferral / active EE | $4,333 | $8,297-47.8% | $7,994-45.8% | $6,507-33.4% |
| Admin fee / account holder | $14,180 | $11,446+23.9% | $11,185+26.8% | $12,624+12.3% |