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 | $137,786 | $109,881+25.4% | $150,045-8.2% | $84,808+62.5% |
| Participation rate | 39.0% | 76.1%-37.1pp | 82.3%-43.4pp | 68.3%-29.4pp |
| Annual return | 12.25% | 28.25%-16.0pp | 62.55%-50.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,929 | $3,561-45.8% | $4,693-58.9% | $2,631-26.7% |
| Participant deferral / active EE | $3,827 | $6,636-42.3% | $7,997-52.1% | $4,212-9.1% |
| Admin fee / account holder | $6,105 | $8,568-28.7% | $13,435-54.6% | $7,344-16.9% |