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 | $122,573 | $102,317+19.8% | $146,958-16.6% | $80,856+51.6% |
| Participation rate | 42.6% | 75.8%-33.3pp | 82.2%-39.6pp | 67.6%-25.1pp |
| Annual return | 10.80% | 134.76%-124.0pp | 418.34%-407.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,487 | $3,713-60.0% | $4,933-69.9% | $2,755-46.0% |
| Participant deferral / active EE | $3,197 | $6,644-51.9% | $8,070-60.4% | $4,296-25.6% |
| Admin fee / account holder | $1,656 | $7,941-79.2% | $12,998-87.3% | $6,918-76.1% |