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 | $98,575 | $85,766+14.9% | $136,294-27.7% | $70,131+40.6% |
| Participation rate | 64.8% | 74.2%-9.4pp | 81.9%-17.1pp | 69.5%-4.8pp |
| Annual return | 12.18% | 31.45%-19.3pp | 5155.94%-5143.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,845 | $2,966-37.8% | $4,695-60.7% | $2,342-21.2% |
| Participant deferral / active EE | $4,168 | $5,051-17.5% | $6,247-33.3% | $3,332+25.1% |
| Admin fee / account holder | $375 | $5,420-93.1% | $9,243-95.9% | $4,645-91.9% |