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 | $122,581 | $86,286+42.1% | $111,297+10.1% | $85,850+42.8% |
| Participation rate | 57.9% | 73.3%-15.4pp | 77.3%-19.4pp | 69.3%-11.4pp |
| Annual return | 10.07% | 19.99%-9.9pp | 54.65%-44.6pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,072 | $2,043-47.6% | $2,731-60.8% | $2,565-58.2% |
| Participant deferral / active EE | $5,148 | $3,641+41.4% | $4,487+14.7% | $3,952+30.3% |
| Admin fee / account holder | $33,414 | $8,188+308.1% | $7,964+319.6% | $6,260+433.8% |